Best Project Management Software for Sales Teams in 2024

Sales teams need efficiency and collaboration to succeed. Managing pipelines, tracking leads, and client interactions can get overwhelmingly fast. With project management and sales CRM, you can improve your workflows and stay on top of your sales process. These tools combine task management, pipeline tracking, and collaboration to help teams close deals faster and stay focused on their goals. Whether you’re optimizing your sales funnel or managing cross-functional projects, these tools will give you consistency and measurable results.

How to Choose Project Management Software for Sales Teams

The best project management software for sales teams should fit specific workflows and processes. Consider these key features when making a decision:

• Pipeline Management: Tools should show sales pipelines and track leads.
• Task Automation: Automate repetitive tasks like follow-ups or scheduling.
• Integration: Compatible with CRMs like Salesforce or HubSpot.
• Collaboration Features: Support team communication and sharing of sales documents.
• Analytics and Reporting: Tools should provide performance reports that help analyze metrics and refine your sales strategy.
• Mobile Access: Sales reps are on the go, so mobile tools are a must.

Best Sales Project Management Tools 2024

Here are some tools to help sales teams improve workflows, collaborate, and close deals:

• Breeze
• ClickUp
• Monday.com
• Wrike
• Smartsheet
• Asana
• Trello
• Teamwork
• Notion
• Basecamp
• Airtable

1. Breeze

• Pricing: Simple pricing at $10 per user per month, with all features included. Save 10% with a yearly plan
• Rating: 4.4/5 on Capterra

Breeze keeps sales teams focused by organizing tasks and team collaboration in one place. It simplifies workflows with task management, calendar syncing, and performance tracking to keep sales processes moving smoothly. Breeze’s fast setup gets teams working right away, eliminating delays. The clean interface reduces distractions, letting sales professionals concentrate on hitting targets and closing deals.

Why Breeze is the Best Sales Project Management Tool:

• Collaborative Hub: Centralize communication, ensuring updates and team discussions remain accessible.
• Pipeline Tracking: Visualize sales opportunities and leads at every stage for clearer progress monitoring.
• Integrated Scheduling: Combine client meetings, deadlines, and tasks into one organized calendar.
• File Management: Store contracts, proposals, and sales documents securely, making them available whenever needed.
• Workload Overview: Balance team assignments and avoid bottlenecks with clear workload insights.
• Performance Metrics: Use detailed reports to analyze data, refine sales strategies, and improve outcomes.

What People Think About Breeze:

“This tool is really easy to use. Setting up email alerts for task summaries and due date reminders is really helpful, specially for people with a lot of tasks or a busy schedule. The interface is clear and intuitive, making it easy to navigate.“

Source: Capterra

2. ClickUp

• Pricing: Free for basic use, with premium plans starting at $9 per user per month
• Rating: 4.6/5 on Capterra

ClickUp provides sales teams with tools to manage pipelines, track progress, and focus on closing deals. Customizable views offer clear visibility into deal stages, priorities, and team activities. Automation handles routine actions like reminders and status updates, helping sales professionals save time and focus on client relationships.

Why ClickUp is a Good Choice for Sales Teams:

• Pipeline Dashboards: Organize deals, sales targets, and team progress in a single, streamlined view.
• Task Automation: Set reminders and automate status updates to keep workflows on track.
• Collaboration Tools: Enhance communication with task-specific comments and real-time updates.
• Centralized File Management: Store and access key sales documents like contracts and proposals effortlessly.

If you're interested in tools similar to ClickUp then we have made a list of ClickUp alternatives.

What People Think About ClickUp:

“Clickup is easy to use,user Interface is user friendly that help user to create a task s There is no need of special training to required and tags are so helpful as a QA team member to sort the tasks according to the features Building Dashboards that helped me a lot Documentation of release wiki's”

Source: Capterra

3. Monday.com

• Pricing: Starting at $9 per user per month
• Rating: 4.6/5 on Capterra

Sales teams thrive when they can track deals, manage pipelines, and collaborate effectively. Monday.com offers visual dashboards that simplify complex processes, providing clear insights into team activities, sales goals, and progress. By automating routine tasks, it frees up time for building relationships and closing deals.

Why Monday.com is a Good Choice for Sales Teams:

• Pipeline Dashboards: Track deals, sales targets, and team activities in one customizable view.
• Automation Features: Automate repetitive actions like reminders and task assignments to save time and improve efficiency.
• Team Collaboration: Keep sales reps aligned with shared updates and communication tools for seamless coordination.
• Adaptable Workflows: Customize workflows to suit sales processes, from lead tracking to final negotiations.

If you're interested in tools similar to Monday.com then we have made a list of Monday.com alternatives.

What People Think About Monday.com:

“Our journey with monday.com has been a greatly productive one. It has made running our projects to become much easier and efficient. By giving us a collaborative space to work from, monday.com has enabled everyone in our organization to be part of our projects.”

Source: Capterra

4. Wrike

• Pricing: Free for up to 5 users, with paid plans starting at $9.80 per user per month
• Rating: 4.3/5 on Capterra

Managing sales campaigns requires precision and adaptability. Wrike gives sales teams a platform to coordinate leads, organize tasks, and monitor progress in real time. Its customizable tools ensure your team stays focused on closing deals and improving performance.

Why Wrike is a Good Choice for Sales Teams:

• Pipeline Tracking: Organize sales leads into clear stages, making it easy to monitor their progress.
• Custom Dashboards: Gain instant insights into deals, deadlines, and team performance.
• Seamless Collaboration: Share updates and gather feedback quickly to keep everyone on the same page.
• Flexible Scaling: Add team members or expand features to match growing sales needs.

If you're interested in tools similar to Wrike then we have made a list of Wrike alternatives.

What People Think About Wrike:

“This software is so simple and yet so effective. It has provided all the tools I need to work more efficiently with projects as well as manage and track them. Other software can be so tricky and complicated to use when it comes to that, but Wrike makes it easy in that regard. The data management is also very user friendly as well. Overall a great project software!”

Source: Capterra

5. Smartsheet

• Pricing: Starting at €11 per user per month, with advanced plans available for larger teams
• Rating: 4.5/5 on Capterra

Smartsheet combines a familiar spreadsheet-style interface with advanced project management capabilities, making it a great fit for sales teams. Its tools simplify task tracking, pipeline management, and performance monitoring while maintaining ease of use. Resource allocation and automation features ensure efficiency and prevent delays in critical sales activities.

Why Smartsheet is a Good Choice for Sales Teams:

• Spreadsheet-Based Interface: Offers a familiar layout for teams transitioning from traditional tools.
• Collaboration Features: Share project sheets and updates in real time to keep the team aligned.
• Automation Options: Automate follow-ups and task reminders to reduce manual work.
• Resource Allocation: Balance workloads effectively to avoid bottlenecks and maintain steady progress.

What People Think About Smartsheet:

“Excellent features and its the best tool to create project plans. This is become more and more popular with businesses, so its worth taking the time and mastering your skills on this tool”

Source: Capterra

6. Asana

• Pricing: Free for basic use, premium features start at $10.99 per user per month
• Rating: 4.5/5 on Capterra

Asana enhances sales project management by simplifying workflows and improving organization. Its task automation and customizable project views help sales teams monitor pipelines, set priorities, and meet deadlines with precision. Whether tracking deals or managing complex sales campaigns, Asana ensures projects remain on course.

Why Asana is a Good Choice for Sales Teams:

• Optimized Workflows: Automate repetitive tasks, such as follow-ups, to save time and boost efficiency.
• Flexible Views: Customize boards, lists, or calendars to align with sales workflows and priorities.
• Collaborative Features: Use task-specific comments and tags to keep communication focused and actionable.
• Interdependent Tasks: Establish task dependencies to maintain smooth workflows and avoid bottlenecks.

If you're interested in tools similar to Asana then we have made a list of Asana alternatives.

What People Think About Asana:

“Used widely amongst the team across all areas of the business with vary levels of full engagement. We initially had all the company goals mapped out and had these filtering down into various teams sub goals, but then realised several of the teams weren't using the platform to record in this way, so we downgraded and allow the teams who love it to use it in the way that best suits them.”

Source: Capterra

7. Trello

• Pricing: Free for basic use, with paid plans starting at $5 per user per month
• Rating: 4.5/5 on Capterra

Trello’s boards help sales teams get organized. Drag and drop and customize to get your team focused on hitting their sales targets. Simple task lists or complex sales workflows, Trello makes task organization easy whether tracking leads or managing deal stages.

Why Trello is a Good Choice for Sales Teams:

• Visual Task Management: Drag-and-drop cards make it easy to track the progress of sales activities.
• Collaboration Tools: Share boards with team members to align efforts and maintain transparency.
• Power-Up Features: Add calendar views, automation tools, or integrations for advanced functionality.
• Quick Setup: Trello’s simple design enables teams to get started quickly.

If you're interested in tools similar to Trello then we have made a list of Trello alternatives.

What People Think About Trello:

“Trello streamlines task and project management by automating workflow in real-time. Time tracking is another added advantage about Trello. Availability of instant messaging and chat capabilities makes Trello more exceptional compared to alternatives.”

Source: Capterra

8. Teamwork.com

• Pricing: Starting at €13.99 per user per month
• Rating: 4.4/5 on Capterra

Teamwork.com enables sales teams to manage both client-facing and internal projects efficiently. With features like time tracking, task organization, and a client portal, it ensures smooth collaboration and accountability across all stages of the sales cycle.

Why Teamwork.com is a Good Choice for Sales Teams:

• Holistic Project Management: Oversee sales campaigns and internal goals in a centralized workspace.
• Integrated Time Tracking: Log hours within tasks to support accurate billing and performance insights.
• Scalable Solutions: Adjust features and expand capabilities as team and project needs grow.
• Client Engagement Tools: Use the client portal to share updates, gather feedback, and maintain transparency.

What People Think About Teamwork.com:

“Teamwork's project management capabilities are super easy to use, even a first time user can quickly figure out how to start using it. The UI is thoughtfully laid out and easy to setup. I love that I can integrate directly into our Google cloud features so we can easily link and update documents and sheets. Being able to track project and task schedules on my calendar is super helpful.“

Source: Capterra

9. Notion

• Pricing: Free for personal use, with team plans starting at $10 per user per month
• Rating: 4.7/5 on Capterra

Notion gives sales teams a unified workspace to organize leads, manage sales pipelines, and track progress. Its customizable layouts adapt to your team’s workflow, supporting the entire sales process from lead generation to deal closure.

Why Notion is a Good Choice for Sales Teams:

• Custom Workspaces: Create tailored dashboards to monitor sales goals, lead progress, and team activities.
• Centralized Organization: Consolidate proposals, contracts, and follow-up notes for quick and easy access.
• Collaboration Tools: Shared spaces and comments improve communication, keeping teams aligned.
• Sales Resources Hub: Maintain sales scripts, training guides, and client insights in one structured location.

If you're interested in tools similar to Notion then we have made a list of Notion alternatives.

What People Think About Notion:

“Notion is something that you can do some brain dump with but at the same time, when you are not overwhelmed with every task that you have to do, you can easily arrange and put everything in order from your brain dumping. You can customize it in a way that you want and what you find manageable, making it easier for you to navigate your won personal agendas without it being all over the place. I can even use it offline and still work on my projects. The mobile app of Notion is easy to use as well so there really is nothing more I need. It's something that I've discovered back when I was still a student but it is still something that I love using now that I am an employee and a business owner.”

Source: Capterra

10. Basecamp

• Pricing: Flat rate of $299 per month for unlimited users or $15 per user per month
• Rating: 4.3/5 on Capterra

Basecamp organizes tasks, communication, and files in a single platform, simplifying the process for sales teams. Its intuitive design ensures easy access to essential information, keeping everyone aligned. Automatic check-ins replace lengthy meetings, helping teams focus on driving results.

Why Basecamp is a Good Choice for Sales Teams:

• Unified Workspace: Centralize tasks, messages, and files to streamline team coordination.
• Progress Updates: Automatic check-ins provide status reports without extra effort.
• Client Collaboration: Share updates with clients and collect feedback efficiently through a dedicated portal.
• Organized Communication: Keep conversations structured with threaded discussions, reducing confusion.

If you're interested in tools similar to Basecamp then we have made a list of Basecamp alternatives.

What People Think About Basecamp:

“Basecamp is a great project management platform which assist us in better actualization of our projects and this makes it easy for us to achieve our project goals. It brings unity when working by making collaboration and communication very paramount during projects.”

Source: Capterra

11. Airtable

• Pricing: Free for basic use, with advanced features starting at $10 per user per month
• Rating: 4.7/5 on Capterra

Airtable uses data organization with project tracking. This makes it a valuable tool for sales teams. It's flexible layouts and robust database features support managing sales pipelines, tracking client interactions, and aligning team efforts. With customizable views, Airtable adapts to your team's workflow and priorities.

Why Airtable is a Good Choice for Sales Teams:

• Relational Data Management: Track leads, sales progress, and client details with advanced database functionality.
• Dynamic Views: Switch between grid, calendar, and Kanban layouts to visualize your pipeline effectively.
• Task Alignment: Connect tasks and deadlines to ensure smooth coordination across sales initiatives.
• Adaptable Workflows: Customize the platform to align with specific sales processes, from prospecting to closing deals.

If you're interested in tools similar to Airtable then we have made a list of Airtable alternatives.

What People Think About Airtable:

"It's a user-friendly system for keeping track of tasks. There are a variety of filters and labels you can add that makes using the platform easy for a team. Airtable has really streamline my team's work and solved a number of organizational issues for us."

Source: Capterra

Takeaway

Sales teams should choose project management software with customizable workflows that adapt to their processes. Features like task automation, CRM integration, and reporting help teams stay organized and drive better results. Carefully evaluate options to find the best fit for the team's specific needs and goals.