6 Top-Rated Tools To Include in Your Sales Tech Stack

Data-driven sales strategies have rendered traditional intuition-based sales methods obsolete. As a sales manager, you are now required to interpret vast amounts of customer information to identify patterns, trends, and hidden opportunities. 

Investing in the right sales software can help you do that and more, including identifying and nurturing high-quality leads, managing sales channels, and forecasting sales. However, identifying software tools that offer the best sales value can be confusing and time-consuming. 

To help you make the right choice, we looked at the search patterns of and thousands of reviews from sales professionals to identify the most viewed sales software categories on GetApp. Per our analysis, the top three categories are:

• Lead generation software

• Lead management software

• Channel management software

The article highlights two top-rated products from each category, listed alphabetically, based on verified user reviews. (Read how we shortlisted these categories and products at the bottom of the article.)

1. Poptin

As a lead generation solution, Poptin lets you use pop-ups, autoresponders, and embedded forms to engage website visitors and convert them into leads or subscribers. It provides pre-installed customizable templates to create personalized calls to action (CTAs), including gamified pop-ups, full-screen overlays, top and bottom bars, and countdown pop-ups. It also offers A/B testing to compare pop-ups based on content, triggers, designs, CTAs, etc., and identify the best-performing pop-ups to maximize website conversions.

Product features of interest*:

• Autoresponders: Send automated personalized emails to website visitors based on their actions or triggers, such as newsletter sign-up or shopping cart abandonment. You can also create automated email sequences to nurture leads over time.

• Advanced triggers: Capture leads by triggering relevant pop-ups at the right time. For instance, you can trigger pop-ups when visitors are about to leave your website or when they click on a specific page element, such as a CTA button or product link.

• Targeting options: Optimize the delivery of pop-ups to specific audience segments. For example, you can trigger personalized pop-ups for visitors from specific sales channels or those who visited pages with specific title tags.

Customer support options: Email, knowledge base, and live chat

Starting price: $20 per website domain, per month

Billing cycle: Annual

Who should consider Poptin?

Poptin is worth considering for sales professionals looking to improve their prospecting efforts with a targeted website lead capture strategy. Its advanced targeting options enable sales teams to define specific audience segments based on criteria such as location, interest, and behavior. This ensures pop-ups are only displayed to visitors most likely to be interested in a business’s offerings, maximizing relevance. Additionally, the ability to create personalized pop-ups with dynamic content, such as the visitor’s location or interests, improves sales enablement and lead generation efforts.

*Analysis performed November 2023

2. VBOUT

VBOUT is a marketing automation platform with lead generation capabilities. It offers a drag-and-drop editor to create and embed lead capture forms in landing pages and website pop-ups. It lets you generate detailed analytics reports to track leads by source, campaign, and stage, and identify which marketing channels generate the most high-quality leads. It also provides detailed information about leads, including data on their website activity, email engagement, and social media behavior.

Product features of interest*:

• Built-in lead tracker: Use the built-in lead tracker to monitor and profile prospect activities, capturing their interactions from the initial website visit to their latest engagement with various marketing channels.

• Multi-step forms: Break down long web forms into step-by-step forms divided into multiple sections. Smaller sections make forms appear less daunting, boosting completion rates.

• GDPR compliance tool: Use pre-built elements for lead forms to standardize data collection and mitigate the risk of GDPR non-compliance. These elements include a consent checkbox, privacy policy link, and data retention period selector.

Customer support options: Call, email, and live chat

Starting price: $27 per month

Billing cycle: Annual

Who should consider VBOUT?

VBOUT can be suitable for sales professionals who prioritize customer data privacy and work with clients subject to GDPR regulations. Its GDPR compliance tool enables the collection of explicit, verifiable consent before collecting customer data and ensures transparency by providing easy access to privacy policies. VBOUT's data retention period selector allows businesses to define specific timelines for data storage, ensuring compliance with GDPR's data minimization principles and protecting customer privacy. This compliance tool protects customers’ privacy rights by giving them control over their data.

*Analysis performed November 2023

3. Less Annoying CRM

Less Annoying CRM is a customer relationship management (CRM) solution with lead management capabilities. It offers a centralized repository to store and organize leads’ contact information, notes on interests and preferences, and historical interactions to create targeted lead engagement campaigns. It lets you customize the lead pipeline stages to align with your specific sales processes. The lead pipeline feature integrates task management, allowing you to add tasks, follow-ups, and reminders to each stage. Additionally, it includes a built-in calendar and task manager to schedule client appointments, set reminders, and track important tasks.

Product features of interest*:

• Lead reports: Generate lead reports that include details on leads’ status and priority, contact information, and notes from past interactions. These reports help identify sources that generate the most leads, the number of leads that convert into customers, and the reasons for lost leads.

• Email logging: Save copies of email correspondence with clients and leads by BCC’ing all outgoing emails to a unique email address provided by the software. This feature also generates reports on email activity to track interactions with leads and clients.

• 256-bit encryption: Encrypt all the data stored in the CRM, including lead, contact, sales pipeline, email, and calendar information, with 256-bit encryption to prevent unauthorized access.

Customer support options: Call, email, and knowledge base

Starting price: $15 per user, per month

Billing cycle: Monthly

Who should consider Less Annoying CRM?

Less Annoying CRM is worth considering for sales teams that require secure data storage. It uses 256-bit encryption—typically used in hospitals and banks—to protect customer data and confidential information. By implementing robust encryption and security practices, the software enables businesses to not only protect against data breaches, data thefts, and unauthorized access but also meet regulatory requirements.

*Analysis performed November 2023

4. Referrizer

As a lead management tool, Referrizer allows you to segment and organize your audience based on their behavior, interests, preferences, and lead source. You can use custom tags, such as new customers, referrals, and local customers, to create targeted marketing campaigns and ensure your messages reach the right prospects. You can also create dedicated customer profiles that include details such as demographics, engagement level, communication history, and loyalty points or rewards.

Product features of interest*:

• Mass importing: Import prospects or leads in bulk from various sources, including spreadsheets, CRM systems, and email marketing platforms, into your Referrizer account. This feature eliminates manual data entry and improves data accuracy.

• Contact database dashboard: Get real-time insights into your contact database, and track the progress of contacts through the sales funnel. You can visualize key metrics on the dashboard, including total leads, paying customers, and past customers, to identify trends and patterns in customer behavior.

• Customer communication system: Use the built-in communication system to send messages, updates, and promotional content tailored to individual customer preferences or behaviors. 

Customer support options: Call, email, knowledge base, and live chat

Starting price: Available upon request from the vendor

Who should consider Referrizer?

Sales teams seeking a proactive solution to improve customer retention could consider Referrizer. Its contact database dashboard offers the insights they need to identify and address potential customer churn. The dashboard helps analyze key metrics, such as email open rates, website page views, and social media interactions, to identify customers becoming less engaged. Additionally, it pulls in customer feedback from various channels, including surveys, reviews, and social media, and employs sentiment analysis to evaluate the sentiment of customer feedback. This helps identify areas where customers express satisfaction and areas that could be potential pain points. 

*Analysis performed November 2023

5. Hostaway

Hostaway is channel management software for vacation rental properties. It lets you create, manage, and optimize your property listings across rental channels, including Airbnb, Vrbo, Booking.com, and Expedia. You can sync your calendars across all connected channels to avoid double bookings and ensure availability accuracy. You can also set up automated guest messages, such as booking confirmation, pre-arrival, and post-departure messages. The software lets you accept payments through various methods, including credit cards, debit cards, and bank transfers. It also provides a secure portal to view your bookings, manage listings, and track sales performance.

Product features of interest*:

• Guest portal: Let your guests access a self-service portal to view their booking information, communicate with you, and manage their stays. You can also use this portal to provide personalized recommendations and service request options.

• Price optimization: Optimize your pricing strategy by setting up discounts and special offers. This feature helps you attract customers during low-demand seasons and capitalize on opportunities during peak times.

• Analytics and reporting: Track your occupancy rates, revenue, and guest satisfaction with detailed reports and analytics. These reports help analyze the performance of each connected channel to identify which ones drive the most bookings and revenue.

Customer support options: Call, email, and knowledge base

Starting price: Available upon request from the vendor

Who should consider Hostaway?

Rental property owners or managers looking to simplify guest communication with self-service options could consider Hostaway. Its guest portal provides a centralized platform to access booking details (such as check-in instructions, house rules, and contact information), communicate with owners, and ask questions. This centralized approach facilitates direct communication between property owners and guests and enables timely assistance in addressing any concerns or queries.

*Analysis performed November 2023

6. OwnerRez

Like Hostaway, OwnerRez is a vacation rental tool with channel management capabilities. It integrates with Airbnb, Vrbo, and Booking.com, allowing you to sync booking calendars, rates, and availability across these channels. This means the changes you make to your listings on one channel will automatically update on all other channels. You can add descriptions, photos, and amenities to your listings and set minimum and maximum stay requirements. You can also customize rates for different seasons, special events, and last-minute bookings.

Product features of interest*:

• Payment processing: Process credit card payments directly from the software. This feature saves money on transaction fees and simplifies payment tracking.

• Rate comparison tool: Compare property rates on different vacation rental channels. The tool displays the rates for each channel and the factors influencing the rates, such as occupancy levels, seasonality, and special events.

• Guest communication: Use the built-in messaging feature to send messages to and receive messages from your guests. You can also track historical interactions with guests.

Customer support options: Call, email, and knowledge base

Starting price: $40 for one property per month

Billing cycle: Monthly

Who should consider OwnerRez? 

OwnerRez is a viable option for vacation rental owners and property managers who want to optimize pricing strategies and maximize profitability. Its rate comparison tool allows them to compare property rates across channels and identify discrepancies, ensuring they are not undercharging or overcharging for their properties. Additionally, OwnerRez provides transparency into the factors influencing rates, such as occupancy levels, seasonality, and special events, enabling informed pricing decisions. 

*Analysis performed November 2023

The cost of sales software solutions can vary depending on several factors, including your business size, number of sales reps, sales funnel stages, and specific features or tools you need in your sales stack. Most sales tools offer a free trial (no-cost trial plans ranging from 14 to 30 days) or a forever free version with limited features. Besides these, typical pricing plans include:

• Entry-level plans: These offer basic features suitable for small sales teams or businesses that need a cost-effective solution.

• Mid-tier plans: They cater to businesses that have outgrown the limitations of entry-level tools but may only require part of the features offered by enterprise-level solutions. This tier is ideal for sales teams or businesses looking to scale and optimize their operations.

• High-end plans: These provide unlimited access to advanced features and are suitable for large, established businesses with more complex sales needs. They are designed for organizations that require a scalable solution to manage a high volume of leads and opportunities.

Note: The table provides per user, per month pricing** details for each category.

Consider asking vendors these questions to ensure you pick the right tool for your sales stack.

• Is the software accessible via mobile devices? 

The sales tool you choose should have a dedicated app or responsive web design that ensures a seamless experience on smartphones and tablets. Mobile accessibility allows your sales team to access critical customer information, update records, and log real-time interactions, even in the field or during client meetings. Moreover, the mobile version of the software should sync data in real time with the desktop version, ensuring your sales representatives can access the most up-to-date information.

• Is the software scalable? 

As your business expands, the volume of sales data, customer information, and overall workload increases. Scalable sales solutions can seamlessly handle this growth by accommodating more users, transactions, and data points. This ensures the software remains effective and responsive even as your sales operations scale up. Moreover, whether you need to add new features, integrate with additional tools, or modify workflows, a scalable sales tool allows you to make these changes without disrupting your sales operations. 

• How well does the software integrate with existing systems? 

If your sales reps work with multiple tools, you should invest in software that integrates well with your existing sales technology stack. For instance, customer information from your eCommerce platform should automatically sync with your lead generation system, saving time and reducing the risk of manual data entry errors. Additionally, integration allows you to optimize sales strategies. For instance, syncing customer data from your CRM with a channel management solution can help identify high-performing sales channels and allocate resources accordingly.