The Top 15 Best Opportunity Management Software Solutions for 2024
What is opportunity management software?
Sales opportunity management software is a critical investment for growing small and medium-sized businesses (SMBs) looking to improve their sales processes and maximize revenue. Here are the key benefits of implementing CRM opportunity management:
Optimized Sales Pipeline: One of the most significant advantages of using CRM opportunity management software is the ability to optimize and visualize your entire sales pipeline. By organizing leads and tracking their journey through the sales funnel, your team can prioritize high-value opportunities and take targeted actions to close more deals.
Efficiency and Time Savings: Managing sales opportunities manually can be overwhelming, but with the right sales opportunity management software, you can automate essential tasks such as follow-ups, deal tracking, and communication with prospects. This reduces administrative work and gives your sales team more time to focus on converting leads into customers.
Improved Forecasting and Analytics: These tools provide real-time insights into your sales performance, enabling more accurate forecasting and planning. You can easily track deal progress, identify bottlenecks, and make data-driven decisions that improve overall sales performance.
Enhanced Customer Relationship Management: The best opportunity management software integrates with CRM systems, helping you track and manage customer interactions throughout the entire sales process. This ensures that no leads slip through the cracks and that your team can build stronger relationships with potential clients.
Compliance and Data Security: By keeping all sales data and communications in one centralized system, opportunity management software ensures compliance with data protection regulations and offers enhanced security features, safeguarding sensitive customer information.
Scalability: As your business grows, so does the complexity of managing sales opportunities. The best sales opportunity management software is scalable, allowing you to handle an increasing number of leads and deals without adding manual work or administrative overhead.
Better Decision Making: With access to comprehensive analytics and reporting, opportunity management software enables better decision-making by providing insights into sales trends, deal success rates, and performance metrics. This data helps your sales team refine their strategies for maximum impact.
Increased Transparency and Accountability: Opportunity management software tracks every action taken on each sales lead, increasing transparency and accountability across your sales team. With a clear record of interactions, managers can ensure that their team follows the best practices and maintains ethical standards throughout the sales process.
Investing in the best sales opportunity management software not only simplifies the sales process but also gives SMBs the tools they need to close more deals, improve forecasting, and scale effectively. For any business, regardless of size or industry, implementing sales opportunity management software can be a game-changer.
When it comes to finding the right opportunity management software solution for your business, here are some features to look for:
Pipeline Management
Lead Scoring
Automated Workflows
CRM
Real-Time Analytics and Reporting
Collaboration Tools
Mobile Access
Customizable Dashboards
Forecasting Tools
Email Integration
Contact Management
Security and Permissions
For a lot of growing businesses trying to get a handle on managing sales opportunities, it’s not always easy to find the right opportunity management software. With so many choices out there, it can be hard to know which CRM opportunity management software really fits the unique needs of your industry, your business, and your budget.
Don’t worry, there’s good news—finding the right sales opportunity management software for your business has never been easier.
We’re here to help. Our software experts have compiled this comprehensive breakdown of the Top 15 Best Opportunity Management Software Solutions for 2024.
*Note: Our sales opportunity management software reviews are for informational purposes only. We encourage you to perform research and demo CRM opportunity management software systems to achieve the most comprehensive comparison.
1. Striven
Striven is an all-in-one ERP business management software solution—including exceptional opportunity management—built with small to mid-market businesses in mind. Our sophisticated software combines project management tools, CRM, sales performance metrics, lead management, collaboration tools, accounting, purchasing, HR and payroll, operations, inventory, task management tools, (and so much more) into a single, easy-to-use interface. Striven is an infinitely capable software solution that supports every type of employee within your company.
Highlights:
- Project, task, and time management w/ interactive calendar
- Inventory management
- Detailed financial and productivity reports generated in seconds
- Contractor and subcontractor management
- Self-service portals
- Scheduling & dispatch route planning capabilities
- Fully integrated accounting
- Complete HR functionality
- Fully integrated CRM
- Opportunity management
- Sales lead tracking
What Sets It Apart: Striven’s expert team of business analysts personally see to your success. From training and onboarding, technical support, and business-specific customizations, our US-based Striven Support Team is available 24/7. On top of that, Striven’s automation capabilities allow you to work more efficiently.
Pricing: Free trial and custom demo, packages begin at $35/user.
More info: Striven Earns Numerous Awards For Q4 2023
2. Salesforce Sales Cloud
Salesforce Sales Cloud is a comprehensive CRM opportunity management solution designed to enhance sales processes. It provides advanced analytics, customizable dashboards, and seamless integration with other tools, making managing sales opportunities more efficient. Its robust features ensure that businesses can track and optimize their sales pipeline effectively.
Highlights:
- Powerful reporting and analytics tools to gain insights into sales performance and opportunities.
- Allows users to create personalized dashboards to track key metrics.
- Integrates with a wide range of third-party applications.
What Sets It Apart: Stands out for its advanced analytics and extensive integration capabilities, making it a top choice for businesses looking for comprehensive sales opportunity management software.
3. HubSpot Sales Hub
HubSpot Sales Hub is a user-friendly CRM opportunity management platform ideal for businesses looking to streamline their sales processes. It offers features like email tracking, pipeline management, and lead scoring to help businesses efficiently manage sales opportunities. Its intuitive interface and automation capabilities enhance productivity and improve sales outcomes.
Highlights:
- Tracks email interactions and automates follow-ups.
- Offers intuitive pipeline management features.
- Utilizes lead scoring to prioritize high-potential leads.
What Sets It Apart: Great for SMBs seeking easy-to-use sales opportunity management software with strong email tracking and automation features.
4. Zoho CRM
Zoho CRM is a versatile sales opportunity management software designed to cater to the unique needs of SMBs. It includes AI-powered sales assistants, multichannel communication, and extensive customization options, helping businesses manage sales opportunities effectively. Zoho CRM’s flexible features ensure it can adapt to various business processes and requirements.
Highlights:
- Provides insights, predictions, and automation through Zia, the AI assistant.
- Supports communication via email, phone, social media, and live chat.
- Highly customizable.
What Sets It Apart: AI capabilities and extensive customization options make it a compelling choice for SMBs seeking versatile opportunity management software.
5. Pipedrive
Pipedrive is an intuitive sales opportunity management software that offers a visual approach to managing sales pipelines for SMBs. A user-friendly design makes managing sales opportunities straightforward and effective.
Highlights:
- Offers a highly visual and intuitive sales pipeline.
- Allows users to schedule and manage activities related to sales opportunities.
- Integrates with numerous third-party tools.
What Sets It Apart: Ideal for businesses that prefer a visual approach to CRM opportunity management with strong activity management features.
6. Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales is a powerful CRM opportunity management solution designed to provide AI-driven insights and seamless integration with other Microsoft products. Its comprehensive tools ensure that managing sales opportunities is efficient and data-driven.
Highlights:
- AI-driven insights
- Integration with Microsoft products
- Offers extensive customization options
What Sets It Apart: An excellent choice for SMBs already integrated into the Microsoft ecosystem, offering advanced AI insights and customization.
7. Insightly
Insightly is a robust sales opportunity management software combining CRM and project management capabilities. It helps businesses manage customer relationships and projects in one cohesive platform, making it a versatile tool for managing sales opportunities.
Highlights:
- Project management.
- Integrates with popular email services.
- Automates workflows to improve efficiency.
What Sets It Apart: A combination of CRM and project management makes it ideal for businesses looking to manage both customer relationships and projects.
8. Nutshell
Nutshell is a straightforward sales opportunity management software designed to simplify CRM processes. It provides features like pipeline management, team collaboration, and detailed reporting, making managing sales opportunities more efficient. Nutshell’s user-friendly tools enhance team productivity and ensure effective sales pipeline management.
Highlights:
- Simplifies pipeline management with easy-to-use tools.
- Enhances team collaboration with built-in communication tools.
- Provides detailed reporting and analytics.
What Sets It Apart: A good choice for SMBs seeking straightforward sales opportunity management software with strong collaboration features.
9. Freshworks Freshsales
Freshworks Freshsales is an all-in-one CRM opportunity management solution tailored for SMBs. Freshsales ensures businesses can manage customer interactions and sales activities efficiently.
Highlights:
- Includes built-in phone and email features.
- Automatically scores and prioritizes leads.
- Utilizes AI to provide actionable insights.
What Sets It Apart: Ideal for SMBs looking for an all-in-one solution with built-in communication tools and AI-powered insights.
10. SugarCRM
SugarCRM is a customizable CRM opportunity management software designed to provide SMBs with a comprehensive solution. Flexibility and robust tools make it a strong contender for managing sales opportunities.
Highlights:
- Offers customizable dashboards to track key sales metrics.
- Includes marketing automation features.
- Provides robust mobile access.
What Sets It Apart: A strong choice for SMBs needing a customizable and mobile-friendly CRM opportunity management solution.
11. PipelineDeals
PipelineDeals is a simple yet effective sales opportunity management software tailored for SMBs. It offers deal tracking, task management, and customizable fields to streamline sales processes and enhance managing sales opportunities. PipelineDeals’ intuitive interface ensures businesses can easily track and manage their sales pipeline.
Highlights:
- Focuses on tracking and managing deals.
- Includes task management features.
- Customizable fields.
What Sets It Apart: Excellent for SMBs looking for straightforward and customizable opportunity management software.
12. Agile CRM
Agile CRM is a comprehensive CRM opportunity management software that offers a range of features for SMBs. Extensive automation capabilities enhance productivity and streamline sales processes.
Highlights:
- Automates sales processes.
- Manages and tracks customer interactions.
- Includes web engagement tools.
What Sets It Apart: Ideal for SMBs looking for comprehensive sales opportunity management software with strong sales automation features.
13. Copper
Copper is a CRM opportunity management solution designed for SMBs that rely on Google Workspace. Close integration with Google products enhances productivity and streamlines sales processes.
Highlights:
- Seamlessly integrates with Google Workspace.
- Provides robust pipeline management tools.
- Automates repetitive tasks.
What Sets It Apart: Perfect for SMBs that rely on Google Workspace, offering seamless integration and strong pipeline management.
14. Close
Close is a sales-focused CRM opportunity management software designed to streamline sales processes for SMBs. Integrated communication tools enhance productivity and ensure effective sales management.
Highlights:
- Includes built-in calling features.
- Tracks email interactions.
- Automates sales processes.
What Sets It Apart: A great choice for sales-focused SMBs looking for integrated calling and email tracking features in their opportunity management software.
15. Vtiger
Vtiger is a comprehensive CRM opportunity management software that combines sales, marketing, and customer support features for SMBs. It provides a 360-degree customer view, sales and marketing automation, and customer support integration to enhance managing sales opportunities. Vtiger’s integrated approach lets businesses manage all aspects of customer relationships in one platform.
Highlights:
- Provides a complete view of customer interactions.
- Combines sales and marketing automation.
- Integrates customer support features.
What Sets It Apart: Ideal for SMBs looking for an integrated solution that combines sales, marketing, and customer support in one platform.
Contact an Opportunity Management Software Expert
Our Small- to Mid-Market Business Analyst Team at Striven has decades of experience with opportunity management software for businesses in every industry.
Just like every car needs a trusted mechanic, every software needs a dedicated support team.
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