Best Project Management Software for Sales Teams

Asana suits a sales team that wants every deal broken into clear tasks with owners and due dates. The free Personal plan covers basic task lists and project views, which is enough for a small team that is still shaping its sales process. The Starter plan starts at $10.99 per user per month billed annually and adds Timeline and Gantt views, so a manager can see how deals and tasks line up over time.

The Advanced plan costs $24.99 per user per month billed annually and adds portfolios and goals, which suit a team that manages several pipelines or regions at once. Asana also offers forms, rules and integrations that connect it to email and calendar tools. We compared the plan pages, and the main limit is that deeper reporting and portfolio views sit on the higher tier.

Price: $10.99 per user/month (billed annually)

Free plan: Yes

Website: asana.com

ClickUp starts at $9 per user per month billed annually on the Core plan, and its free plan gives a small sales team a real place to start. A team can track deals in a list, move them across a board and check the calendar view for the week ahead. Custom fields let a team record deal value, source and stage, and status labels keep the pipeline easy to read at a glance.

The Business plan costs $17 per user per month billed annually and adds more automation, reporting and storage, which suits a team that has outgrown the Core limits. ClickUp also supports docs, goals and time tracking, so a sales lead can keep call notes and deal records in the same workspace. We reviewed the pricing page, and the main trade off is the learning curve, because the number of views and settings takes time to set up well.

Price: $9 per user/month (billed annually)

Free plan: Yes

Website: clickup.com

Wrike suits a sales team that needs formal stages, approvals and a clear record for proposals. The free plan covers basic task work, and the entry subscription plan starts at $10 per user per month billed annually. A team can set up a pipeline with fixed stages, assign an approver for each quote and keep the related files attached to the deal. That structure helps a team that sells complex services, where a proposal passes through several people before it goes to the client.

The Business plan costs $24.80 per user per month billed annually and adds deeper reporting, automation and resource views. Those features suit a larger team that needs to compare performance across reps and regions, and to show a manager where deals stall. We compared the plan pages, and the main limit is the price jump to Business, so a team should check whether the entry plan covers its approval needs.

Price: $10 per user/month (billed annually)

Free plan: Yes

Website: wrike.com

Smartsheet suits a sales team that likes to work in rows and columns, with the added power of reports and dashboards. The entry plan starts at $9 per user per month billed annually, and the vendor offers a free trial of 30 days rather than a free plan. A team can build a deal sheet with columns for value, stage, owner and close date, then filter it by rep, region or product. That grid style makes it easy to sort a long list of deals and spot the largest opportunities.

The Business plan costs $19 per user per month billed annually and adds more automation and reporting options. Dashboards can show the pipeline by stage, the value of deals closing this month and the tasks that are overdue. We reviewed the pricing page, and the main limit is the absence of a free plan, so a team should use the 30 day trial to test the reports before it commits.

Price: $9 per user/month (billed annually)

Free plan: Free trial (30 days)

Website: smartsheet.com

Teamwork suits a sales team that also delivers client work after the deal closes, because it keeps sales tasks and project tasks in one place. The entry plan starts at $9.99 per user per month billed annually, and the free plan covers basic work for a small team. A team can track a deal through its stages, then turn the signed deal into a project with tasks, milestones and time records. That handover helps an agency or consultancy where the same people sell the work and deliver it.

The Accelerate plan costs $24.99 per user per month billed annually and adds more reporting, automation and project templates. Those features suit a team that needs to compare sales activity with delivery capacity, and to see whether new deals will strain the team that does the work. We compared the plan pages, and the main limit is that its sales features are less deep than those in a tool built only for sales.

Price: $9.99 per user/month (billed annually)

Free plan: Yes

Website: teamwork.com

Notion suits a sales team that wants its playbook, call notes and deal tracker in one workspace. The free plan covers personal use and small team pages, and the Plus plan starts at $10 per user per month billed annually. A team can build a deal database with views for each stage, link each deal to a client page and keep meeting notes beside the record. That link between notes and deals helps a rep pick up a conversation where the last call ended.

The Business plan costs $20 per user per month billed annually and adds more admin controls, automation and security options. Notion also offers templates for sales pipelines, so a team can start from a ready made layout and change it to fit its own stages. We reviewed the pricing page, and the main limit is that the pipeline needs manual setup, because Notion does not ship with the same ready made sales workflow as a dedicated sales board.

Price: $10 per user/month (billed annually)

Free plan: Yes

Website: notion.com

Airtable suits a sales team that wants a deal database it can view in many ways, from a grid to a kanban board to a calendar. The free plan covers basic bases and views, and the Team plan starts at $20 per user per month billed annually. A team can store deals, contacts and companies in linked tables, then filter by stage, value or close date to build a view for each rep. That linked structure helps a team that tracks many contacts per deal.

The Business plan costs $45 per user per month billed annually and adds more automation, sync options and admin controls. Airtable also offers interfaces that show a manager a clean summary of the pipeline without exposing every field. We compared the plan pages, and the main limit is price, because $20 per user per month is the highest starting price in this list.

Price: $20 per user/month (billed annually)

Free plan: Yes

Website: airtable.com