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Top Rated Sales Force Automation Software with Activity Dashboard 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: March 2026

An activity dashboard tracks sales activities, provides insights into ongoing tasks, and helps plan actions. It allows customization for user preferences, enhances visibility of work status, and keeps everyone informed. Our reviewers in sales force automation software rated this feature as highly important.

3 Best Sales Force Automation Software with Activity Dashboard

  • Zoho CRM
  • HubSpot CRM
  • Salesforce Sales Cloud - Highest rated for activity dashboard

See other top Sales Force Automation products with activity dashboard

How we picked the 3 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 force automation software category. They also needed to have sufficient reviews about activity dashboard, 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 the product with the highest rating for activity dashboard based on our proprietary ratings and reviews. 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 3 best products

Zoho CRM logo

Zoho CRM

4.3
(6.9K)
visit website

User insights about the activity dashboard feature

Users find Zoho CRM's activity dashboard valuable for organizing workflows and prioritizing daily activities. They appreciate its real-time task tracking and the ability to monitor sales and marketing activities. Reviewers indicate that it helps keep teams aligned and improves productivity. They also highlight its simplicity, ease of access, and customization options. Some users mention the need for more visual customization features, but overall, they find it helpful for tracking client interactions and summarizing financial activities.
“I like the activity dashboard for its real-time insights, which provides me with a detailed overview of the business tasks and activities.”
Verified reviewer profile picture

Shelmith S.

Admin Virtual Assistant

“Zoho CRM's Activity Dashboard keeps our team organized with real-time task tracking, helping us stay aligned and improve productivity.”
Verified reviewer profile picture

Mohamed G.

Customer Service Manager

Sales Force Automation key features coverage

Zoho CRM offers 6 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management4.5
CRM4.6
Customer Database4.5
Contact Management4.4
Lead Management4.4
Lead Capture4.4

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

HubSpot CRM logo
4.5
(4.4K)

User insights about the activity dashboard feature

Reviewers highlight HubSpot CRM's activity dashboard for its interactivity and customization capabilities. They find it useful for tracking tasks, sales activities, and team performance. Users appreciate its intuitive design and ease of use, noting that it provides live updates and clear visualizations. They also mention its role in performance tracking, time management, and data-driven decision-making. While some users find the number of activities overwhelming, they generally value its ability to enhance efficiency and productivity.
“the Activity Dashboard in HubSpot CRM is important for enabling performance tracking, time management, accountability, data-driven decisions, and collaboration, all of which contribute to improved sales and marketing effectiveness.”
we

wissal e.

freelancer

“Activity dash boards were the primary "data" tracking method we used week to week or month. Our sales director used this information to track rep activity and sales funnels for more accurate forecasting quarter to quarter.”
Verified reviewer profile picture

Drew W.

CEO

Sales Force Automation key features coverage

HubSpot CRM offers 5 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management
CRM4.6
Customer Database4.5
Contact Management4.5
Lead Management4.5
Lead Capture4.3

Pros and cons based on 4,451 verified reviews

61% of users rated HubSpot CRM 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,451 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Cons:

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details

Pricing

Starting price:$20 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the activity dashboard feature

Reviewers appreciate Salesforce Sales Cloud's activity dashboard for its customization options and real-time updates. They find it helpful for tracking sales opportunities, customer interactions, and productivity. Users report that it provides a clear overview of tasks, meetings, and key metrics, making it easy to stay organized. They highlight its graphical interface and ease of use, although some mention it can be clunky at times. Overall, they value its ability to display pertinent information and trends at a glance.
“ The dashboard is highly dynamic and graphical at the same time easy to interpret. We can select the important features to display in the dashboard like active leads, follow-ups, lead usage history, sales record and lot more. Easy check-in and check-out also done in the activity dashboard.”
Verified reviewer profile picture

Irfanudeen S.

Senior Business Development Associate

“The dashboard is customizable and is the first thing you see when you log in. It gives you an up to date picture at a moments notice”
PC

Peggy C.

Ofc Mgr

Sales Force Automation key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Sales Force Automation software identified by reviewers:

Sales Activity Management4.8
CRM4.6
Customer Database4.6
Contact Management4.5
Lead Management4.4
Lead Capture4.5

Pros and cons based on 18,765 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,765 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Sales Force Automation Software with Activity Dashboard in 2026

Claritysoft CRM logo

Claritysoft CRM

User-friendly customer relationship management software

visit website
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage lead, sales & pipeline activity efficiently

Read more about Claritysoft CRM

Users also considered
Zoho CRM logo

Zoho CRM

Customer relationship management solution

visit website
Use Zoho CRM to automate key sales tasks such as custom workflows, tasks, notifications and alerts, time-based actions, webhooks, custom functions and macros.

Read more about Zoho CRM

Users also considered
Bigin by Zoho CRM logo

Bigin by Zoho CRM

Category Leaders

Pipeline-centric CRM system for small businesses

visit website
Bigin's intuitive interface and powerful features simplifies sales management and promotes sales force automation. Features such as pipeline management, workflow automation, multi-channel communication, integrations, and dashboards helps businesses stay ahead of their sales targets efficiently!

Read more about Bigin by Zoho CRM

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Use Salesforce Sales Cloud to automate daily sales tasks such as opportunity, lead, contact & partner management, workflows & approvals, & territory management.

Read more about Salesforce Sales Cloud

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

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Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

Read more about Pipedrive

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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

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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

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

Sales teams use PandaDoc's all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts.

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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.

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Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

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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

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Gong.io logo

Revenue intelligence technology for sales teams

Gong.io is a revenue intelligence platform that enables stakeholders to centralize all revenue workflows, providing actionable insights and streamlining processes with purpose-built AI. Gong's capabilities include Gong Forecast, which enhances revenue operating rhythm with increased customer data to drive forecast accuracy and actionable insights across the organization.

Read more about Gong.io

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Tidio logo

Aill-in-one customer support software with AI features

Tidio is a customer engagement platform that helps generate leads, fuel your sales pipeline, and provide automated answers via rules-based chatbots (Flows) and conversational AI (Lyro). Grow your business by capturing leads, and passing them into your CRM.

Read more about Tidio

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Ploomes CRM logo
Category Leaders

CRM platform that automates sales and business workflows

Ploomes automates sales operations end-to-end, helping teams track leads, follow-ups, and performance with real-time dashboards. Automate tasks, approvals, and proposals while integrating with ERPs, email, and analytics tools. Boost productivity, starting at $22/user/month.

Read more about Ploomes CRM

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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.

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Flowlu logo
Category Leaders

Work automation and team collaboration in one platform.

Flowlu’s sales force automation streamlines your sales process with lead tracking, automated follow-ups, and sales pipeline management. Automate routine tasks, track interactions, and gain real-time insights to close deals faster and improve team productivity.

Read more about Flowlu

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monday CRM logo

Customer relationship management solution

monday CRM is a great sales force automation software for sales teams of every size. Automatically sync data from Salesforce or more than 40 other integrations and watch it turn into actionable tasks inside monday.com, without any manual effort.

Read more about monday CRM

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Consensus logo
Category Leaders

Personalized video technology for sales & marketing growth

CONSENSUS delivers personalized video to each new stakeholder of a buying group, so they can learn about products/services in context, and on-demand

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Apptivo logo

CRM solution for managing customer accounts

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

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Freshsales logo

Sales management solution

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

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Keap logo

An all-in-one CRM, sales and marketing automation solution

Keap automates lead scoring, prioritizing, organizing & routing, and users can create custom quotes and proposals, automate pipeline updates, and more.

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HubSpot Sales Hub logo

Freemium email productivity & tracking for sales teams

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Bitrix24 logo

All in one business management workspace

Bitrix24 is 100% FREEE sales force automation and sales team management solution used by over 12 million companies worldwide.

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Copper logo

The CRM designed for Google Workspace

Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

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Key features for Sales Force Automation software

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

  • Sales Activity Management: Reviewers value tracking tools for sales progress, goal setting, and real-time insights, helping teams stay organized and informed. 95% of reviewers rated this feature as important or highly important.
  • CRM: Users appreciate centralized customer data, lead management, and automation capabilities, enhancing customer relationships and sales tracking. 93% of reviewers rated this feature as important or highly important.
  • Customer Database: Reviewers highlight easy access and management of customer data, aiding in targeted marketing and efficient client handling. 92% of reviewers rated this feature as important or highly important.
  • Contact Management: Reviewers find centralized storage of contact information and communication history invaluable for maintaining relationships and tracking interactions. 91% of reviewers rated this feature as important or highly important.
  • Lead Management: Users emphasize ease of tracking, organizing, and nurturing leads, with features for automation and pipeline management. 90% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers appreciate seamless integration with websites and social media for capturing leads, automating follow-up processes. 89% of reviewers rated this feature as important or highly important.