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Top Rated Sales Force Automation Software with Reporting/Analytics 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

Reporting and analytics enable data-driven decision-making, track sales performance, and forecast business growth. They help visualize insights, monitor activities, measure campaign effectiveness, and customize reports to meet specific business needs. Our reviewers in sales force automation software rated this feature as important.

4 Best Sales Force Automation Software with Reporting/Analytics

  • Zoho CRM - Highest rated for reporting/analytics
  • Salesforce Sales Cloud
  • HubSpot CRM
  • ActiveCampaign

See other top Sales Force Automation products with reporting/analytics

How we picked the 4 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 reporting/analytics, 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 reporting/analytics 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 4 best products

Zoho CRM logo

Zoho CRM

4.3
(6.9K)
visit website

User insights about the reporting/analytics feature

Reviewers indicate that Zoho CRM's reporting and analytics capabilities are comprehensive and highly customizable. They appreciate the variety of options such as charts, pivot tables, and dashboards, which help in visualizing data effectively. Users report that the drag-and-drop designer simplifies report creation, and the default reports cover many relevant areas. They find the ability to track KPIs, forecast sales trends, and monitor team performance valuable. However, some users mention occasional inaccuracies and limitations in dashboard creation compared to other CRMs.
“Reporting/ Analytics is one of the most helpful Zoho's features. |As a translator, I always need my work to get revised and analyzed before sending it to the clients. I could never find anything better than Zoho's Reporting/ Analytic feature to get all my work revised in the best and full manner. the best thing about it, is the diversity of options it has like charts, pivot tables, summary, and tabular views. you will amazingly finish your reports and articles through the drag and drop Zoho's based designer. ”
fa

fatima a.

freelancer translator

“reporting and analytics features empower businesses to monitor performance, identify trends, and make informed decisions to drive sales and revenue growth”
jd

joseph d.

accountant

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 6,957 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 6,957 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.

Salesforce Sales Cloud logo

Salesforce Sales Cloud

4.4
(18.7K)
visit website

User insights about the reporting/analytics feature

Reviewers appreciate Salesforce Sales Cloud's robust and customizable reporting and analytics capabilities. They highlight the ease of creating custom reports and dashboards, which provide real-time insights into sales performance and pipeline status. Users report that the drag-and-drop feature and integration with tools like Tableau enhance the reporting experience. They find the ability to track key metrics, forecast sales, and analyze customer data valuable. However, some users mention a steep learning curve and the need for IT assistance in report creation.
“This, for my role, is the best part of Salesforce. Creating and saving customized reports is extremely easy. The drag and drop feature allows us to easily add and remove various columns to our report and probably saves 2-5 seconds in report organization because we don't have to "click around." Additionally, the use of Boolean operators is essentially built-in to creating the reports. This takes the guess work out of using these important search tools.”
AT

Aaron T.

Corporate Trainer

“Creating Reports and Dashboard with the tools provided by Salesforce Sales Cloud allows you Convinent access to the data you stored in it ;Tableau is a Salesforce Recording tool that i have used. Analyzing the data is very much easy and you get a reliable result. If you deal with huge data set of customers and want to save time along with getting the best result this software will definitely serve your purpose.”
SS

Swati S.

Freelancer

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 18,753 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 18,753 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.

HubSpot CRM logo

HubSpot CRM

4.5
(4.4K)
visit website

User insights about the reporting/analytics feature

Reviewers indicate that HubSpot CRM's reporting and analytics tools are useful for tracking KPIs and measuring sales and marketing effectiveness. They appreciate the customizable dashboards and real-time data updates. Users find the visualizations and detailed reports helpful for monitoring progress and making informed decisions. However, some users mention limitations in complex analysis and the need for more robust features compared to other CRMs. They also note that the free tier offers basic functionality, with deeper data available in paid versions.
“The Report tab enables us to measure the sales performances by showing details on the sales that have been made. That helps us take decisions on how to drive our sales policies.”
TO

Thierno O.

Loans manager

“HubSpot CRM provides reporting and analysis features to track key performance indicators (KPIs) and measure the effectiveness of sales and marketing efforts.”
Verified reviewer profile picture

CHARLES B.

Software Engineer

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 4,437 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 4,437 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:$50 per user/per month|Free version:Available|Free trial:Not available

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

ActiveCampaign logo
4.6
(2.5K)

User insights about the reporting/analytics feature

Users report that ActiveCampaign's reporting and analytics tools are easy to use and provide valuable insights into email and campaign performance. They appreciate the ability to track opens, clicks, and other engagement metrics. Reviewers find the platform's metrics and insights helpful for making informed decisions. However, some users mention that the reporting system could be more intuitive and robust, with limitations in customized reports and detailed analytics.
“Active campaign has deep reporting and analytical tools which you can also access via their iPhone app. You can see for example the days and times your audience best responds to you.”
JV

Joshua V.

Email Copywriter & Soap Opera Sequence Expert

“They allow us to get insights about the performance of our campaigns and how to improve them.”
LH

Louise H.

Front Office Manager

Sales Force Automation key features coverage

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

Sales Activity Management4.3
CRM4.3
Customer Database4.8
Contact Management4.5
Lead Management4.5
Lead Capture4.4

Pros and cons based on 2,556 verified reviews

67% of users rated ActiveCampaign 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 2,556 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Effective sales funnel creation

Supports business growth

Robust automation features

Efficient client management

Comprehensive lead management

Cons:

Frequent performance issues

User experience problems

Limited landing page options

Complex navigation and switching

High costs and complexity

See pros and cons details

Pricing

Starting price:$15 flat rate/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 Reporting/Analytics 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
Perenso logo

Perenso

Category Leaders

All-in-one field sales solution for sales reps and managers.

visit website
Eliminate time-consuming tasks and allow your sales reps to spend more time with their customers. Perenso Field Sales provides an unmatched array of features including order management, route optimization, store compliance, content management, daily planner, customized reports, and more.

Read more about Perenso

Users also considered
Accounting Seed logo

Accounting Seed

Accounting and analytics software built on Salesforce

visit website
Accounting Seed is 100% native to Salesforce. We've been a partner since 2008.
Visit: https://www.accountingseed.com/solutions/business-need/salesforce-accounting-software/

Read more about Accounting Seed

Users also considered
Ricochet360 logo

Ricochet360

Category Leaders

Customer relationship management and auto dialer solution

visit website
Ricochet360 is an all-in-one auto-dialer, CRM, lead management, and marketing automation platform designed for both inbound and outbound agents looking for a competitive advantage. It enables teams to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate most of the daily workflows.

Read more about Ricochet360

Users also considered
Maximizer CRM logo

Maximizer CRM

Customer relationship and lead management solution

visit website
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Read more about Maximizer CRM

Users also considered
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
Bitrix24 logo

Bitrix24

All in one business management workspace

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

Read more about Bitrix24

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

Users also considered
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

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
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

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

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

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

Users also considered
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

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
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

Users also considered
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

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 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

Users also considered
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

Users also considered
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.

Read more about Apptivo

Users also considered

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 highlight tracking sales team progress, daily activities, and reporting features that offer real-time insights and ease business planning. 95% of reviewers rated this feature as important or highly important.
  • CRM: Users value centralized customer data, easy automation of sales processes, and effective management of client interactions for improved relationships. 93% of reviewers rated this feature as important or highly important.
  • Customer Database: Reviewers appreciate easy access and management of customer information, which helps in analyzing and improving targeted campaigns. 92% of reviewers rated this feature as important or highly important.
  • Contact Management: Users find it useful to store, track, and manage all contact interactions in one place, aiding in maintaining detailed customer profiles. 91% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers highlight the ability to categorize, track, and nurture leads efficiently, helping to convert them into sales opportunities. 90% of reviewers rated this feature as important or highly important.
  • Lead Capture: Users benefit from automated lead capturing from websites and social media, integrating seamlessly with CRM systems for follow-up. 89% of reviewers rated this feature as important or highly important.