Top 28 Sales Tools For Small Businesses

Top 30 Sales Tools For Small Businesses

Small companies might find it impossible to compete in a big modern sales world full of sharks with huge audiences and notable achievements.

Unless they have special sales tools that help gain a competitive advantage!

Remember, no matter the size of the company or the field of activity, each sales manager should have a list of software to optimize and automate work processes. This will help sales departments work more efficiently, productively, and rapidly grow in sales.

So fret not! We’ve prepared a list of the best sales tools (9 categories with a total of 28 platforms) that can be a perfect fit for small companies in terms of budget and valuable features.


Hold on, but what are sales tools?

Sales tools are apps, extensions, services, platforms — everything you can use to improve the efficiency of the existing sales system, automate processes, and facilitate the work of your sales department. 

What do you gain from using these tools? Improved sales, increased revenue, and overall business growth!

Sales tool categories typically include customer relationship management (CRM), sales analytics, sales prospecting, sales acceleration, video conferencing, email search, phone number search, outreach automation, etc.

Let’s dive deeper into some of the examples!

Best sales tools for small business

Category #1. Email finder tools

It’s time to fill your sales funnel with quality targeted leads. Here are some of your helpers in this not-so-easy task. Email Finder

With Email Finder, you can search for target email addresses by name, domain, custom domain list, company name, social URL, job titles, professional skills, and location. Email Finder

The service offers two Chrome extensions: Email Finder extension to collect emails connected to any website and LI Prospect Finder extension to extract email addresses from LinkedIn

The email search process takes a few seconds, and you get an email address list that can be exported in CSV, XLSX, or Google Sheets formats.

On top of it, Email Finder comes with an in-built Email Verifier offered on the same platform, which makes lead verification processes a piece of cake! 

Pricing: Forever-free plan (50 credits/mo). Paid plans start at $39/mo (1,000 credits).


AeroLeads Email Finder

AeroLeads allows you to find email addresses, business phone numbers, and corporate segment data via its app and Chrome extension. Use it for individual email search, bulk email search, and collect as many as 15 data points like full name, job title, location, etc.

And with the tool’s integrations, you can export the data to Salesforce, HubSpot, Pipedrive, and other favorite platforms with just one click.


By the way, this software has a built-in bounce analysis feature that detects account abuse, fake domains, spam traps, and disposable emails. And the team behind it offers excellent support to its users via chat, email, and phone.

Pricing: A free trial with ten credits. Paid plans start at $49/mo (1,200 credits).

Using, you can find emails in a database of over 67 million public sources and then check their validity

Working with this email extractor tool, you can set filters and run the search by the name or domain of the companies, the name of the employee and the company’s domain, and the list of names and domains.


Just like the above two platforms, has a Chrome extension you can use to find email addresses on any website without having to switch between the tabs all the time. And there’s Email Verifier, too!

Pricing: 50 searches/mo with a freemium plan. Paid plans start at $49/mo (500 searches).

Category #2. Phone number search tools

These come in handy if you use cold calling as your primary sales strategy and want to contact the client first, without waiting for them to find you. The purpose of cold calls is to filter and expand the base of potential customers.

Here are some helpful platforms to stick to:


Whitepages is an easy-to-use tool to search for people online, run background checks, and find contact information for anyone you need. Here you can find a person’s phone number by entering their name and location.

how to find a phone number

It only works to find people in the United States, but if that’s what you need, Whitepages will be of great help in finding landline and mobile numbers. It also provides a reverse phone lookup feature to determine who owns a phone number, their location, name, and possibly associated businesses.

Pricing: Landline phone numbers are available free of charge. Access to premium contact information such as cell phone numbers starts at $4.99/mo (20 searches).


People Search and Yellow Pages are the two key features we will focus on.

how to find a phone number

People Search is updated every week with phone numbers of people from all over the United States. For the best results, we recommend you to enter the first and last name along with the zip code of the person whose phone number you need.

Meanwhile, the Yellow Pages feature is used to find local businesses in the US with maps and basic information, including phone numbers. All you need to do is enter their name or category.

Pricing: Free.


BeenVerified is a tool that gives users an easy and affordable way to get information about their people of interest.

how to find someone's phone number

With just a person’s first/last name, city, and state, you can quickly get lead data through your computer or mobile device (iOS or Android).

Use a People Search feature to create detailed reports for prospects, including contact information like a phone number, home address, email, and more. The tool may also provide details on the person’s social media accounts and criminal record.

In addition to People Search, BeenVerified also offers six other products to its users, such as Unclaimed Money, Vehicle Lookup, Username Search, Address Lookup, Email Lookup, and Reverse Phone.

Pricing: $1–$5 for a 7-day trial period; $26.89 for a 1-month membership. 

Category #3. CRM platforms

Using a CRM, sales managers don’t just track the sales funnel for each customer. They know everything they need about the client – name, age, residence, marital status, what and where they like to buy, financial capabilities, etc. This increases the chances of successfully closing each deal. CRM

A simple yet very functional CRM suitable for small business owners!

With this CRM, you can focus on the most profitable deals and organize your sales process from scratch. As such, you can find contacts of prospective customers, verify them, create deals, build pipelines with up to 100 stages, monitor each stage of the interaction with leads, and quickly convert them into loyal customers. CRM

Besides, the tool helps your team align their efforts for closing more deals by allowing them to share notes and templates. And as a sales manager, you can assign roles to your reps and monitor the progress of all team members.

You can learn more about CRM by watching this video:

Pricing: Free.

Pipedrive CRM

Another great CRM that’s perfect for small sales teams!

Pipedrive simplifies the overall sales process by redesigning how your leads and prospects are displayed in pipelines. It provides a holistic approach to closing sales deals, giving everyone in the team access to each process to help them stay up-to-date with new developments. 


Another unique thing about Pipedrive is its ability to make employee plans to help them stay on track with customer dealings. It’s super easy to set up and integrates well with other applications.

Pricing: 14-day free trial. Paid plans start at €15/mo.

Zoho CRM

Of course, we can’t help but mention this award-winning CRM!

The platform boasts a wide range of features, like sales force automation, process management, sales enablement, performance management, predictive sales, and much more.

The data here is stored in secure storage, like in any bank, and the service also provides tools for marketing and customer support activities, combining all these modules into a single business system.

Zoho CRM

Zoho CRM helps you track your sales to automate your processes further and close more deals in less time. With it, you’ll be able to leverage existing customer data for future up-sales and cross-sales.

Pricing: 15-day free trial. Paid plans start at €20/mo.

Category #4. Video conferencing software

Organizing a meeting online is much cheaper than an offline meeting! And in today’s reality, sometimes it’s the only way to connect with your clients and business partners.

Apart from calls, of course… But video conferencing is hands down superior to conference calls. You can better involve and win over a potential client during the conversation, build trusting relationships, and ensure online communication is as close as possible to communication at a regular meeting.


Zoom is one of the most popular cloud platforms for video conferencing, web conferencing, webinars, and unified communications. It supports HD audio and video calling and content sharing with 1,000 meeting attendees. Zoom also syncs to your calendar via Outlook, iCal, and Gmail.


In Zoom, you can use tools such as touch-ups on your appearance and virtual backgrounds to hide imperfections that could negatively affect your communication with clients. Plus, you can password protect and encrypt your chats so your Zoom data will never be lost. You can even access archives from years ago!

Pricing: Free for meetings of up to 100 people and up to 40 minutes. Paid plans start at $14.99 per host monthly.


GoToMeeting is a video conferencing, meeting, demonstration, presentation, and brainstorming service. One of its main advantages is that it supports cloud recording, which means you don’t need to save recordings on your local computer —a plus if you are struggling with disk space. Additionally, GoToMeeting automatically backs up chats and transcripts.


Some other features worth mentioning are screen sharing, mobile conferences, note-taking, and personal meeting rooms. There’s a mobile app, too, which means you can present and share your screen from the comfort of your smartphone (or a tablet). And yes, mobile conferences are cloud recorded as well.

Pricing: Paid plans start at $16/mo.

Google Meet

Google Meet is a business communications service that makes setting up a secure video meeting and creating group chats so easy! It works not only in web browsers but also on mobile platforms, so you can efficiently conduct negotiations directly from your smartphone.

Google Meet

What’s even better, Google makes enterprise video conferencing available to everyone, free of charge. Now anyone with a Google account can have a video call with up to 100 people and up to 60 minutes.

Companies with more extensive needs can enjoy advanced features, including hosting meetings with up to 250 users and broadcasts with 100,000 viewers per domain.

Pricing: Forever-free plan. Paid plans start at $8 per user monthly.

Category #5. Survey tools for sales

Customer surveys are essential to the success of every sales force. They make it possible to quickly respond to the market situation and timely coordinate the development strategy and work of the company.

But they should never be done randomly! This process requires a competent and thoughtful approach. You need to understand each survey’s goals, select a survey form, and, of course, choose a tool that will help you in this matter.


SurveyMonkey is one of the most popular platforms for creating online surveys, which has a panel of respondents to conduct research.


You can design surveys and send them out to your users via weblink, email, chat, or social media. The collected data (search, structuring, visualization, unloading) can be processed directly on the platform.

Besides, the service gives its users a possibility to work on forms collectively. There’s an export of answers to XLS, PDF, PPT, CSV, and you can integrate your data with your most-used apps. 

Pricing: Paid plans start at €30/mo.


Typeform is an easy-to-use service to get customer feedback, conduct surveys of any type and complexity, and create other web forms.


With it, you can even create a multi-page survey with various test forms, inline images, and videos. That is, you can do everything to make it attractive for people to answer. By the way, the received polls can be viewed on any device, including smartphones.

Last but not least, Typeform provides analytics on web forms. You can see responses, analyze the average time of the survey, identify from which devices users took it, and how many refused the survey.

Pricing: Free data plan available. Paid plans start at $29/mo.


Woorise is an interactive content solution tool that lets you easily create promotional campaigns, including forms, quizzes, landing pages, viral giveaways, contests, and many more.


It allows you to build multi-page surveys with various survey type fields, question types, inline pictures, videos, and conditional logic rules, as well as to customize them to reflect your brand. You can get full summaries of the survey findings in real-time or export all the data to a CSV file for deeper analysis.

In addition, Woorise features include a strong landing page and form builder, 40+ fields and thousands of social actions, 100+ interactive templates, personalized thank-you pages, email notifications in real-time, built-in analytics, and multi-language support.

Pricing: Free data plan available. Paid plans start at $29/mo.

Google Forms

Simple surveys or tiered tests have never been so easy to create on PCs and smartphones!

With Google Forms, you can insert images and videos, create your designs, or choose a template for free from a large number of available ones.

Google Forms

The statistics of the survey results are displayed directly in the form and can be formatted into a table. In addition to the questionnaire responses, you can also collect respondents’ emails.

As for disadvantages, inserting Google Forms into the website will only work with a link. But on the other hand, the number of surveys is unlimited, and the form itself doesn’t need to be downloaded, sent to your clients, and received from them by mail. 

 Pricing: Free for anyone with a Google account.

Category #6. Email management tools for sales

Email marketing is a tried and true strategy to grow your business that has proven its worth for decades. But you need to choose a suitable tool for your business to skyrocket. Email Drip Campaigns

The Email Drip Campaigns tool can help you save time reaching your target audience. Using it, you can plan, design, and send drip campaigns based on specific actions and triggers.

Email Drip Campaigns tool has an easy-to-use interface that allows you to run multiple trigger campaigns according to their requirements efficiently. You can select appropriate triggers for each subsequent email and reach a large number of leads in one click. 

Another interesting feature of Email Drip Campaigns is an unlimited number of emails, ready-made templates, the ability to run email A/B testing, and analytics, where you can see the number of email opens, link clicks, and unsubscribes.

Pricing: 100 unique recipients on a free plan. Paid plans start at $39/mo (5,000 recipients). is a sales automation platform that helps businesses optimize email communication with clients and generate more leads. With this platform’s suite of tools, you can automate email campaigns, social interactions, calls, and tasks according to your sales plan.


In addition, has ready-made email templates for users, which can significantly speed up the launch of campaigns.

Another nice bonus is AI features, like sorting emails into six default folders. Thanks to these features, you can focus on the most promising potential customers, which means that your work will ultimately yield more results.

Pricing: 14-day free trial. Paid plans start at $70/mo per user.


FunnelBake is an email sending tool that helps automate cold email outreaching and move your prospects smoothly through your sales funnel. With it, you can automate follow-ups, personalize email templates with custom fields, schedule emails to be sent later, and more!


FunnelBake is very easy to use! In a matter of minutes, you will understand how you can start sending mailings, set up triggers, and choose the exact date and time you’d like your prospects to receive your email.

Besides, the platform offers deep analytics that will track all your campaign metrics — the time your emails were sent, delivered, read, replied to

Pricing: 14-day free trial. Paid plans start at $9/mo per seat (2,500 contacts with advance inbox).

Category #7. Invoicing software

Collecting timely payments is a complex task that doesn’t need to be handled manually. You just need to choose the best billing software to create accurate invoices, automatically track customers, conduct regular billing, and assist your small business with accounting and tax processes.


QuickBooks is popular invoicing software that efficiently integrates your accounting data to help you track all transactions. In addition, it provides access to sales and customer management modules, allowing you to keep all invoices in one place.


With this software, you can easily customize reports, schedule calendar events, and send them to various stakeholders. And thanks to its 650 third-party integrations, you can eliminate tedious data entry, automate accounting tasks, and add more features by integrating the service with your existing business applications. 

Pricing: 30-day free trial. Paid plans start at $4/mo.

Zoho Books 

Zoho Books allows small businesses to automatically create and submit professional invoices and purchase orders, keep track of inventory, and create and manage their customer and supplier contacts directly from the platform.

Zoho Books

With Zoho Books, you can manage your data, store it on your local server and in secure external data centers, and restore it at any time. What’s more, it performs regular automatic data backups.

Pricing: Free plan for companies with an income of less than $50,000 per year. Paid plans start from €12/mo.


Wave is another powerful billing software on this list that allows small businesses to easily create and send professional invoices in seconds, as well as set up recurring invoices and credit card payments.


The considerable advantage of Wave is that it saves time through automatic invoicing and reminders.

In addition, you’ll be able to track the status of invoices on the go via the iOS and Android mobile apps and receive updates whenever an invoice is viewed, due, or paid.

Pricing: Free.

Category #8. Content sharing and management tools

Daily routine tasks such as content sharing and management can sometimes drive you crazy if done manually and in different programs. But if you stock up on tools to simplify, automate, and combine these processes in one place, then such monotonous yet essential tasks will no longer burden you.


Bit is a one-stop document collaboration platform. Here you can use a smart editor to create interactive documents in real-time. Meanwhile, a robust digital content library will keep all of your content in one place and allow keeping track of documents so your sales team can see how people interact with the documents they share.


Your entire team can collaborate while using this platform for smart notes, research, and analysis of customer results. It doesn’t matter whether you are in the same office or in different countries; you’ll interact as one holistic working mechanism and achieve better results in the end.

Pricing: Free plan (up to 5 members). Paid plan starts at $12/mo (unlimited members).


Allbound is an all-in-one platform that helps you automate routine partner network content management and distribution tasks. With the power of its Content Management tool, you can share and manage any of your learning and marketing content with your partners at scale. 


As a big plus, you’ll be able to analyze how your partners interact with the content you share and improve it for future use based on the helpful insights. Here’s the data you can get: 

  1. Partner views and visits
  2. Pins, shares, and likes
  3. Ability to choose a date range to see what content is performing the best

Privacy and access control is the next great feature of Allbound software. Its rich possibilities to set content access rules for your team and partners will allow you to avoid many problems with content sharing and privacy. 

Pricing: Upon request.


WordPress is one of the most popular CMS builders globally, where you can quickly create your site and edit its content. Numerous companies work with it because it is easy to use and has a lot of ready-made templates for websites.


Typically, this CMS is used to create a blog to promote brands through relevant SEO-optimized content. You can also use it to make your online store, news site, or any other type of website.

WordPress has an intuitive interface, so you won’t have any difficulty working with it. The web application allows site owners, editors, and authors to manage and post content without any programming knowledge.

Pricing: Paid plans start at $7/mo.

Category #9. Contract lifecycle management tools

Why are contract lifecycle management platforms (CLM) necessary? They allow your sales team to decrease financial and audit risks and increase their closing speed, significantly saving them time.


Concord makes it easy to negotiate and take control of your contract lifecycle management. It offers features such as the ability to build templates, use pre-approved templates for faster contract creation, use contract approval workflows, and have discussions with stakeholders and other reviewers within the platform.


Concord’s version control feature ensures all users get the most up-to-date document version.

Your customers can edit, view, and sign the contract electronically at no extra pay. The software also has a built-in e-signature solution that minimizes the continuous CLM process and eliminates the need to sign an on-site agreement.

Pricing: Free trial period. Paid plan starts at $17/mo (per user).


PandaDoc is an all-in-one document workflow solution that automates the contract management process. The software offers built-in electronic signatures, numerous integrations, ready-made contract templates, and the ability to upload your own templates.


PandaDoc is ideal for those who need to submit multiple contracts in a single transaction. The tool automatically transfers client metadata from an existing document to a new one.

In addition to drafting new contracts, the software takes care of contract renewals thanks to renewal notification emails.

Pricing: 14-day free trial. Paid plan starts at $29/mo (per user).


This one is a game-changer for small businesses!

Proposify is a proposal builder and contract management tool that allows you to design and build quotes quickly and efficiently. In addition to having a content library for your media and electronic signature support for documents, you can create templates and collect payments.


Its metrics function lets you track the proposal progress and see who’s viewed your documents. Meanwhile, with its integrations (e.g., Stripe, HubSpot, QuickBooks, etc.), you can connect the tool with your customer relationship management tool of choice and close deals faster. 

Pricing: Forever free plan. Paid plan starts at $49/mo (per user).

Wrapping up

We’ve put together the best sales tools to help you close deals more easily. Your task now is to choose the best solution for your team, considering both the financial side and the features these tools should have.

It’s time to act, win, and grow your business!

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