Best Sales Funnel Software For Small Business

Are you searching for the best sales funnel software for small businesses? Here we shortlisted the best sales funnel software for you.

What are the small business sales tools?

  • CRM
  • Documents Tool
  • Inventory and order management software
  • Billing software
  • Twisting tool
  • Custom video authoring and analysis application
  • LinkedIn Premium
  • Meetings application
  • Email management tool

If you run a small business, these are the nine tools that will dramatically improve your productivity and results.

Small Business Sales Tracking CRM

Keeping track of your current opportunities in a CRM system is crucial to staying organized. Not only does a CRM store all your contacts and their information (email address, phone number, LinkedIn profile, website, etc.), but it also records every interaction that you have with them.

That means it can be at a glance the last time you spoke, the first time you spoke, whether it was by or email, what you spoke about, whether they have bought your products before, what do they visit your website with, and what pages they looked at, what Marketing emails have been seen open and if they have clicked on the links… and all that happens, without you automatically lifting a finger. If you implement a tool, consider a CRM.

Documents Tool

SMEs must also invest in software that we oversee and receive signatures virtually. This makes it much easier to submit proposals and contracts, and since your client can review and login in the blink of an eye, you will be paid more quickly. HubSpot integrates with HelloSign, PandaDoc, and DocuSign, electronic signature tools that autonomy your workflow and money in money to your bank account faster.


Inventory and order management software


If you sell a physical product, use inventory and order management to keep track of what you have in stock, purchase, and sales, and warehouse information. Most systems come with:

Barcode Stratum: Set up a barcode system so you always know current stock levels


Reorder alerts: get notified when stock is low so you never run out of stock again


Reports: Learn which products are most profitable, the value of your actual inventory, how much you have sold this week, month, quarter, etc., and more Xero and inFlow are solid options for small businesses.

Billing software


Accounting and billing tools make the payment process incredibly easy. Tools like FreshBooks are designed to prepare invoices in seconds: Create a template to use), customize it to the specific order, your logo, and personalize your thank you email. Your customers can pay with a credit card, much faster than waiting for their check in the mail. You can even set up automatic reminders to politely push anyone who hasn’t paid in a specific time frame.

For those who charge by the hour, billing software typically allows you to add your tracked time and expenses.

Small Business Customer Reach


Survey tool


My parents, as well as other small business owners I met, were where I was with learning more about their clients. Your rationale: If you could identify your happiest customers, you could get referrals and new business. If they proactively identify their unhappiest customers, they might reach out and fix the situation – hopefully before they get a withering Yelp review.) And the benefits don’t end there. The better you understand your customers, the mayor will be the success that passes for them to serve and sir.

An easy-to-use tool like SurveyMonkey (which integrates with HubSpot) allows you to create professional-looking surveys, without the need for technology skills. I recommend submitting a post-purchase survey to find out what the experience was like. You can also send surveys to your leads, prospects, and even employees.

A video platform


I am a huge fan of sending videos to clients and prospects. Not only does it add an extremely personal touch to the sales and after-sales experience, but it also makes your business more memorable. As a small business owner, videos will help you capitalize on your anti-corporate appeal. Vidyard GoVideo is a free tool that gives you the power to record videos on your laptop, share them via Gmail, and even track who’s viewed them so you can follow while your name is on top of mind. Soapbox (from Wistia) is also free and has the same features.

LinkedIn Premium Business or Sales Navigator


The paid versions of LinkedIn are valuable for finding and connecting with potential and current clients, partners, journalists, job candidates, and anyone else who can help you grow your business. The right subscription plan depends on your goals and budget.

If your business is still in the early stages and you’re watching every dollar out of your account like a hawk, opt for Premium Business. You can see each user who has seen your profile in the last 90 days, consult detailed analysis on the growth of a company and send 15 Email messages per month (so you can get in touch with people outside your network). Pricing starts at $ 47.99 per month for an annual plan.

If you are spending more than 30% of your selling day, invest in Sales Navigator. This high-powered tool shows you the most relevant and current updates from your leads and contacts, suggests new target accounts based on your current list, and allows you to run very specific searches. Pricing starts at $ 64.99 per month for an annual plan.

Small Business Sales Productivity A meeting app

Whether you’re scheduling appointments with clients, vendors, partners, or your attorney and accountant, a meeting tool will save you valuable minutes every day. Essentially, you create a public version of your calendar, showing when you are available (and nothing else).

People can access their schedule through a link and then book the time directly. You do not have to do anything; meetings will automatically show up on your personal calendar. HubSpot Meetings is a great option for this, especially since it comes free with Sales Free.

Email management tool

Email is one of the most important tools in your sales arsenal. If you are not improving your inbox with a tool that tracks the behavior of your recipients (such as when they opened your message and if they clicked on any links), you are missing useful data. After all, you want to follow up while at the top of your mind, and people are more likely to stay on the line when they just read your email two hours ago.

Some email tools, like HubSpot Sales, also allow you to schedule when your email goes out. You may want to email a prospect at 7:30 in the morning, right when they get to their desk. But you will be driving to work at that point. No problem: just set it and forget it.

Best Sales Funnel Software For Small Business

You can even schedule reminders for yourself. That lead may not respond, so you can create an alert to re-register for three days in the future.

Who would be Superman without his cape and suit? To grow your business as quickly as possible, you need the best sales to funnel software for small businesses. Add these nine to your arsenal, or take a look at these startup apps, to see your efficiency skyrocket.

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