Want a sales team tracking app to track the performance of your sales team?
Want to know what’s actually happening in your business?
Don’t know how to accurately track important sales metrics?
I get it, as a startup, your sales numbers are all over the place, you don’t know how to track the performance of your sales team, and you cannot spend hefty sums on costly tracking software with features that you don’t even need.
You want a sales team tracking app for startup that:
Tracks the performance of your sales team on metrics that matter most for your startup.
Is cost-effective and doesn’t burn a hole in your pocket.
Is easy to use so tracking doesn’t become a burden for you.
Now, you have two options. You can either:
Get messy Excel sheets and similar applications that only track the performance of your sales team,
Or use a CRM that not just tracks, but also provides a complete sales management process. You can track sales metrics, interact with leads, automate repetitive tasks, and a lot more- all with one single tool.
The purpose of this article is to tell you what’s best for your startup, and a CRM is the obvious answer.
Hence, we’ll look at what is a sales team tracking app, why you should choose a CRM as your sales team tracking software, and what are the best options available for you in the market.
What is a sales team tracking app?
In the early stages of a startup, every move can make or break your venture. There’s little room for error and no time for inefficiencies.
There are multiple responsibilities on the head of every worker and a slight mistake by anyone can harm the whole business.
To ensure that things don’t go sideways, you need to constantly keep a check on your sales team and important sales metrics. You need to know what’s actually going on in your startup- are your sales rep slacking off, are they committed to their sales goals, are they converting deals, etc.
A sales team tracking app does exactly this. It lets you zoom in on everything your sales team does – from calls they make to deals they close. It takes all the guesswork out, showing you clear data about their activities and results.
You’ll instantly spot what’s working, what’s not, and where to channel your energy. It tells you if you need to change your sales approach, train sales reps, or change your sales team altogether!
Metrics that a sales team tracking app for startups should let you track are:
Lead Conversion Rate:
What it tells you: How effectively your team turns leads into customers.
What you should do: If it’s low, enhance their training on how to handle and pitch to leads.
Calling and Messaging Statistics:
What it tells you: Data on calls made by your sales reps- Number of calls made, time of first and last call, reminders taken, reminders missed, messages sent, etc.
What you should do: It helps you find out how your sales team is actually performing on the basis of their number statistics- when was their first call, last call, how many calls and messages they send on a particular day, etc. You can assess if they are genuinely committed to selling your product.
Hold your sales reps accountable for any inefficiency on their part, understand the reason for inefficiency, and make corrections where required.
What it tells you: The upward or downward trend of your team’s sales efforts. Are all the members of the sales team bringing in more revenue?
What you should do: If a team member’s growth is stagnating or declining, pair them with a top performer for mentorship.
Sales Target Achievement:
What it tells you: How close or far your team is from meeting their set goals.
What you should do: For reps constantly missing targets, you should evaluate the problems they are facing and provide focused training. Celebrate and learn from those consistently achieving or surpassing goals.
What it tells you: The frequency and quality of your sales team’s interactions with potential customers.
What you should do: See how they approach leads, track this via call recordings and messages made, and then identify if they are actually solving user queries, and interacting with your leads in the right manner.
You can also pinpoint the frequency of lead interactions and identify optimal messaging times. This way you know how and when to interact with leads to convert as many deals as possible.
Why a CRM is the best sales tracking software for you
With a Customizable CRM for small business or startup, you can generate customizable reports on all the above-mentioned criteria.
What your sales reps are doing? Are they working properly or are they slacking off?
How are they interacting with leads?
Are they genuinely bringing in more revenue?
Are the reports shared by them even accurate?
Or any imaginable criteria?
Easy! Generate a report!
What’s more, the reports can be presented in the form of pie charts and bar graphs to make them more attractive and understandable.
While a normal sales app would do all this as well, a CRM is a complete sales solution. Not only does it let you track the performance of your sales reps, but also acts as a sales management software for your sales team.
Some of the most prominent features of a CRM, besides sales tracking, are:
Reduce repetitive tasks and focus on other more important tasks. CRM handles repetitive duties like sending an introductory message to leads, assigning leads to team members, scheduling reminders to make important follow-ups, etc- allowing your sales team to focus on what they do best – selling.
A CRM allows you to see where each lead is in their journey from just knowing about you to actually buying, i.e., from lead generation to deal closing.
This way, your team knows how and when to interact with leads in different stages of the sales process. You instantly know whom to call and whom to message. For example, if a lead is in the negotiation phase, you’re not going to send an introductory message, you’ll send a proposal.
A CRM lets you avoid confusion and target the right lead at the right time.
You know that feeling of scrambling between multiple apps and tools just to reach out to one lead? Kiss it goodbye. With this feature, it’s like having a universal remote for all your communications.
Whether you want to call, shoot over an email, or drop a quick message on WhatsApp to your leads, you do it all from one central hub.
No more app-hopping, no more wasted minutes.
You know how it’s hard to remember all your conversations? A CRM is like a detailed journal that automatically writes down every time you talk to a customer.
Whether you had a call, sent an email, or a WhatsApp message, it keeps record in a single place. This way, you always know what was discussed last. You know what conversation the callers are having with the customers.
Business nowadays happens on phones. Having a Mobile CRM basically allows you to perform all CRM functions while enjoying a vacation in Goa, sitting in your pajamas. It allows you to manage leads, check sales numbers, and track the performance of your sales team from anywhere.
In fact, with a good mobile Customer Relationship Management tool, you don’t even need a full-time sales team working from an office, you can setup a completely remote sales team for your startup.
Every startup is different. Your sales management process is different from the sales management process of another startup. You do things in a unique way or use specific terms.
This feature lets you adjust the tool to fit exactly what you want, making it feel like it was made just for you.
Now that you know what a Customer Relationship Management tool is capable of, let’s dive straight into the best CRMs available to track your sales team’s performance.
5 Best Sales Team Tracking Apps for Startups:
While researching, we made sure that you get a list of tracking apps that have customizable reporting features, and are visually attractive, cost-effective, and easy to use. They have been rated on these parameters. Moreover, all the CRMs in this list have all the core functionalities of a CRM.
Take a thorough look, and then decide which sales team tracking app for startup is the most suitable for your startup.
TeleCRM is India’s best Telecalling CRM with amazing sales automation features such as auto-dialer, smart follow-ups, call recording, and seamless integration with WhatsApp and other tools.
It’s a user-friendly CRM for startups with an amazing mobile app, providing complete pipeline management and comprehensive sales tracking features.
Tracking team performance with TeleCRM:
TeleCRM’s reports are centered around calling and lead management. Any data on calls, lead interactions, status of leads, etc., can be generated easily.
It has an extremely easy-to-use interface which makes tracking sales metrics a breeze. Plus, you can view sales reports in the form of attractive bar graphs and pie charts to make them more understandable.
With TeleCRM, you can track the performance of your sales team in two ways: Pre-defined reports and Custom Reports:
I) Pre-defined reports
You can call them zero-effort, high-quality reports. They are generated automatically by TeleCRM based on the performance of your sales reps. Let’s see some of the pre-defined reports:
With a leaderboard, you know how your sales team is performing and which sales rep needs improvement, and which one needs a tap on their shoulders. It lets you check if your sales reps are putting in the required efforts that are needed to drive sales. You can rank your team based on:
Number of calls made: To understand if team members are making the desired number of calls that would be required of them in a day, a week, or a month.
Duration of calls: To assess the depth and quality of interactions of each individual sales rep to see which one’s doing what.
Sales numbers per rep: To recognize top performers and pinpoint sales reps that might need more attention or support.
Instant access to comprehensive sales data tells you what’s happening in your business to make informed decisions on the fly- whether it’s strategizing, training low-performing team members, or removing them from your team if needs be. You can assess:
Best timeframes: Spot those golden hours, days, or months. Align big promotions and sales drives with these high-performance windows for maximum impact.
Goals vs. reality check: Stack up targets against actuals. Celebrate wins; for gaps, tweak strategies and upskill where necessary to get back on track.
Real-time insights: Check on-the-dot reports. Spot the lull moments of specific reps. Use the insights for accountability checks and, if necessary, corrective action.
Comprehensively analyze the communication effectiveness and commitment levels of each individual team member. With Agent Reports, you can analyze:
Call metrics: Dive deep. See calls made, missed, connected, and attempted. Use insights to tweak rep calling strategies for maximum lead engagement.
Commitment via reminders: Are they on point? Track reminders set and missed. Too many misses? Time to stress the essence of timely follow-ups.
WhatsApp messaging: Check in on the balance. Compare sent vs. received messages. Too many sent? Avoid overwhelming leads. More received? Push for proactive communication. Adjust as needed.
Lead Action Report:
To see what conversation are the callers having with the customers- if they are approaching the leads the right way, solving their queries, and interacting with them enough. You can do this by:
Listening to call recordings: Gauge if reps’ call strategies are effective and if they’re addressing lead concerns properly.
Tracking message history: One-stop conversation history. Check the rep’s responsiveness and quality of interaction across WhatsApp, email, and SMS. Spot where they shine or might need guidance.
Checking frequency of lead interaction: Are they reaching out enough? Validate if reps consistently engage with leads, ensuring no opportunity is missed.
II) Custom reports
While the pre-defined reports are pretty comprehensive by themselves, TeleCRM’s sales app features don’t end there. You can generate custom reports on any parameter that you desire.
Suppose you told your sales rep to send a WhatsApp message detailing the product’s features to ‘Interested’ leads.
Now you want to check if your rep has actually sent the message or not. With TeleCRM, you can create and apply dynamic filters to know a detail as specific as this one.
See the graphic below to get how this metric can be tracked:
After adding the filters, you can see that only one ‘Interested’ lead was sent the product feature.
This could either mean that there was just one lead to whom the message was to be sent, or there were other leads as well, but a message was not sent to them. TeleCRM helps you find if there were other ‘Interested’ leads too- just remove the ‘WhatsApp’ filter, and it will show you the list of all interested leads.
To understand exactly how effective each sales rep is at turning potential leads into actual customers, or retaining existing customers. Moreover, you can also see the status of leads, number of calls made, how many calls were acftually connected, etc.
Lead Conversion Rate: Measure how many leads turn into actual customers. A high rate? Your sales pitch is working. A low rate? Time to refine the approach.
Churn Rate: By observing which sales reps have higher customer retention and which ones see more drop-offs, you can delve deeper into their sales and post-sales strategies.
Most CRMs offer hierarchical plans, meaning the more you spend, the more features and customizations you get. TeleCRM has a single plan where all the features and customizations are provided at an affordable cost.
Quarterly: Rs.849 or $29 Per User Per Month
Annually: Rs.599 or $19 Per User Per Month
Custom Plan: For 50+ team members
Simplest CRM: TeleCRM is designed in a manner that even non-tech-savvy salesmen will find extremely easy to use and customize.
Focus on Sales: Exclusively meant for you to focus on increasing your sales numbers with features like auto-dialer, scheduling, bulk WhatsApp messaging, automation, and dynamic lead filters.
Mobile Application: TeleCRM has an amazing mobile application with all the core features that you get in the website version. You get real-time reports on the performance of your sales team, interact with leads, and grow your business from anywhere and everywhere!
With the mobile application, your sales team can work from anywhere in the world and you can track their performance while sitting in your pajamas!
Only cloud-based support: Currently, TeleCRM only provides cloud-based support, majorly over zoom, WhatsApp and phone calls. This is an issue for customers who are looking for on-site support services.
No forever free plan: Even though there is no free plan available, you can opt for a 5-day free trial plan which gives you access to all the premium features.
If you want a CRM for Startups focused on Telecalling that has amazing team tracking features with the ability to generate reports on any parameter you desire- TeleCRM is the best sales team tracking app for startup.
It’s extremely easy to use so that even a sales rep with zero technical knowledge can get used to it in no time. Plus, it doesn’t burn a hole in your pocket.
Bigin is an offering by Zoho, a global software giant known for its suite of business tools. Tailored for small businesses and startups, Bigin is a CRM solution designed to be simpler and more agile than its heavyweight counterparts.
Tracking Team Performance with Bigin:
Bigin has an extremely attractive dashboard to track the performance of your sales reps. You can view analytics in the form of bar graphs, pie charts, donut charts, line charts, table charts, and even a funnel chart.
What’s more, you can create as many dashboards for different aspects of sales tracking. For example, you can create a dashboard that has all the information about sales- sales numbers for this month, of the previous month, growth over the previous quarter, total lead conversion rate, etc.
Now this dashboard is specifically meant for sales tracking. You can make dashboards centered around sales team tracking as well.
In Bigin, there are 3 ways to get reports on sales team performance:
It’s a pre-defined dashboard available in the free version of Bigin. It lets you track the basic sales metrics like the number of leads created, tasks completed, calls completed, total revenue generated, etc.
It’s not comprehensive for tracking specific metrics on the performance of your sales team but you’ll be able to view deals closed by sales reps, the salesmen with the most conversions, Calls completed, calls scheduled, inbound/outbound calls made, and duration of inbound/outbound calls.
It’s the same as the Standard dashboard, the only difference is that you can add up to 10 components in a single dashboard. In the standard dashboard, you can’t add components.
For example, in your sales team tracking dashboard, if you want to add another component that gives you data on the call duration of your callers, you can create it in the form of tables and charts within the same dashboard. This feature is only available in the paid versions of Bigin.
Integration with Zoho Analytics:
If you want to take things even further, you can integrate Bigin with Zoho analytics to get in-depth reports on your sales data within minutes. It has amazing data visualization features.
You have data that has to be analyzed but it’s not in your CRM, worry not. You can just input that information and Zoho analytics will analyze it.
Plus, you get actionable insights vis Zia, their AI that’s designed to assist you in sales tracking. It gives you what-if analyses, predictive analyses, and auto-generated reports on team performance as well.
Bigin is cheaper than all the big names in the market. That is why it is one of the best sales team tracking app for startup. They offer 3 plans:
i) Free forever software:
What you get: Single Pipeline, 500 Records, Instant Workflows (3), Telephony, Zapier, Zoho Desk, Zoho Campaigns, Zoho Forms Integration, Apps for iOS and Android, Developer APIs, Standard Dashboard.
Annual: Rs. 400 Per User Per Month
Monthly: Rs.550 Per User Per Month
What you get: Everything in the free version+ Team Pipelines (3), 50,000 Records, Instant Workflows (10), Email Integration, Mass emails with email insights, 10 custom fields/modules, Customizable dashboards with charts and KPIs
Annual: Rs. 720 Per User Per Month
Monthly: Rs. 900 Per User Per Month
What you get: Everything in the express version + Team Pipelines (5), 100,000 Records, Advanced workflows (30), Additional field type: Lookup, user fields, 25 custom fields per module.
Simple and Attractive UI
Custom Integrations: You can buy, create and sell integrations in the Bigin marketplace
You can make calls even with the free edition
No separate page for leads and contacts which makes it difficult to differentiate between a lead and a contact.
Limited customizability options even in paid plans
No customer support in the free plan
Bigin is an excellent option for you if you want task and pipeline management. Regarding sales tracking features, it is comprehensive and dashboards are extremely attractive.
The express version is the best if you’re just looking for team-tracking features.
Freshworks Sales CRM, part of the renowned Freshworks suite, is a dynamic tool geared towards businesses that want a blend of simplicity and power in their sales process. Known for its user-friendly interface, it offers a wide range of features tailored to facilitate and optimize sales activities.
Sales team tracking with Freshworks CRM:
Tracking in Freshworks is very similar to that of Bigin. You get a few pre-defined dashboards that can be customized and new dashboards can be created.
You can calculate important tracking metrics like average deal size, close rates, churn rates, time spent prospecting, etc.
But one major disadvantage is that you will not be able to add components to existing dashboards.
Overall, the dashboards offer comprehensive team tracking features. Some of the dashboards for sales team tracking are:
Team activity report: Displays data regarding lead interactions like the number of emails sent, calls made, tasks scheduled and completed, also shows the tasks that are due.
It also has a section on appointments made and completed and the ranking of sales reps on the basis of revenue brought in by each rep.
Phone dashboard: It has 2 sections;
Live dashboard: It shows information that tells all about calling statistics; number of incoming/outgoing calls, missed and abandoned calls, and calls that are still due. It even tells you if there are any conversations going on while you’re looking at the dashboard. Analyze calls made, emails sent, duration and deals closed, and help promote higher results across your sales teams.
My performance: This section is all about individual callers. They can see their own calling data- total calls, answered calls, missed calls, etc.
Activities dashboard: It lets you classify all activities based on ‘upcoming’, ‘overdue’, and ‘completed’ tasks. You can see how your reps are performing- are they completing the tasks assigned to them? Are they following up on important leads?
They offer 4 plans. The last 2 have not been explored they are costly and do not offer anything extra in terms of sales team tracking. The first 2 plans are:
I) Free forever:
What you get: Contact & account management, contact lifecycle stages, built-in chat, email, & phone, 24×5 support, mobile app, and pre-defined dashboard.
Annual: Rs. 999 Per User Per Month
Monthly: Rs. 1199 Per User Per Month
What you get: Everything in Free plus visual sales pipeline, sales sequences, AI-powered contact scoring, 500 Freshbot Sessions with FREDDY (Freshwork AI), 1 CPQ License, Workflows, and Custom Dashboard.
On-the-go mobile app
Intuitive UI (User Interface)
Support could be better
A bit on the costly side
If you want core CRM functionalities and base-level sales tracking, the free version of Freshwork CRM will be the best option for you. But if you want custom dashboards that offer custom reports on sales team performance, the ‘Growth’ version will be ideal for you.
Kommo CRM prides itself as a messenger-based sales solution, bridging the gap between sales teams and leads through popular messaging platforms. It focuses on lead nurturing and direct messaging, providing a more immediate and interactive sales experience.
Sales Team Tracking with Kommo:
Kommo is an amazing sales app with sales tracking features that are both comprehensive and easy to understand. You can track the performance of your sales team in 2 ways:
In the stats section of Kommo, you get various analytics on sales team performance. It generates both individual and team reports. You can even set goals and generate a Goal report to see if your sales targets have been achieved or not.
Some other reports that track sales team performance are:
Win-loss analysis: To track user-wise performance throughout the sales cycle- deals won, leads lost, the average time to process a request, total sales expected, average lead life cycle- it basically displays all lead data to see how your team manages them throughout the pipeline.
Report by activities: It shows activity-based reports- status of leads, to-do tasks, total inbound/outbound calls, and in the last column it shows the total sales brought in by a particular sales rep.
Activity log: As the name suggests, it gives real-time tracking of all sales activities- a message sent, a conversation started, a lead created, etc.
Call report: To get caller-wise report on the number of calls made and received, duration of calls, what was the result of those calls- did it turn into a deal, or if the status changed.
Kommo’s dashboard is the most visually pleasing. You can customize the dashboard background with images of landscapes and sceneries.
The dashboard is just a visual representation of all lead interactions and statuses. It displays messages sent and received, ongoing conversations, median reply time, longest awaiting reply, etc.
Now these metrics can be tracked for an individual, for the whole sales team, or for a group of individuals.
Kommo is one of the best sales team tracking app for startup and allows you to classify these reports on the basis of time. For example, deals closed today, yesterday, month, or even an exact time mentioned by you.
Kommo has 3 pricing plans. All of these plans have the core functionalities of a CRM and have customizable dashboards with all the sales tracking features that are mentioned above. The plans are
Rs.1245 Per User Per Month
Rs.2075 Per User Per Month
Rs.3734 Per User Per Month
Comprehensive sales team tracking features
Visually customizable dashboard
Customer support is lacking
Mainly focused on messaging and not telecalling
No advanced reports in base plan
Kommo is mainly focused on messaging. So if you want a messaging-centric sales app, Kommo should be a good option for you. As for which plan is best- if you want basic CRM functionalities with basic sales tracking features, the basic plan is best.
The advanced plan would be good for you if you want advanced reporting, i.e., tracking call activity, setting sales goals, and generating sales forecasts.
Pipedrive CRM is a pipeline management CRM for small businesses that enables businesses to plan their sales activities and monitor deals. It works as an account management tool and you can also run marketing campaigns using Pipedrive.
Sales Team Tracking with Pipedrive:
Pipedrive is an excellent sales team tracking app for startup. You can create and customize multiple dashboards to track multiple sales metrics.
The dashboards contain reports and those reports can be customized by adding filters on the basis of time, organization, lead status, owner, lead source, etc.
Within a dashboard when you click on a report, the user interface displays that particular report in detail. You can view it in the form of tables, pie charts, bar graphs, and scorecards.
With the help of reports, you can calculate important sales metrics like lead conversion rate, churn rate, measure if sales goals have been achieved or not, etc. Some of the most prominent Pipedrive reports are:
Activities completed and planned: To assess the commitment of sales reps towards their duties. You can track activities like calls received and made, meetings scheduled and held, tasks completed and due, emails to be sent, etc.
Deals lost by reasons: To understand if the deals were lost due to inefficiency on the part of the sales team and take corrective actions where required.
Average value of deals won: To check the deal size of individual sales reps and take steps if the deal size is smaller than the average of the whole sales team.
Revenue forecast: To see sales numbers each sales rep would bring in the future based on past performances.
It’s a bit on the costly side. You can choose from the following plans:
$9.90 Per User Per Month, billed annually
What you get: Lead, deal, contact, calendar, pipeline management, 400+ integrations, 24/7, multi-language support, basic customizations (no automation)
ii) Advanced plans:
$19.90 Per User Per Month, billed annually
What you get: Essential + Email sync with templates, open and click tracking and group emailing, automation builder, including email sequences, Meeting, email and video call scheduling
$39.90 Per User Per Month, billed annually
What you get: Advanced + Revenue forecasts and deeper reporting capabilities, Extra deal and field customization options
$49.90 Per User Per Month, billed annually
What you get: Professional + Project planning, tracking and delivery, Phone support and CRM implementation, control of account permissions and visibilities.
$59.90 Per User Per Month, billed annually
What you get: Professional + Complete access to all features, Unlimited reports and customizations, Double the number of automation per user
The web application has a simple UI
400+ integrations are available. You can even create some using API and the developer’s platform.
The basic plan is a good option overall but does not have custom templates and automated workflows.
There is no free plan.
Pipedrive is an extremely comprehensive CRM and one of the big names in the market. The reason why it’s placed at the end is that it is costly and has more than what is generally required by a startup.
As far as sales team tracking features are concerned, the essential and basic plans are good and have all the above-mentioned sales tracking features except revenue forecasts.
So now that we’ve discussed some of the best sales team tracking app for startup, it’s your chance to make the move!
Firstly, consider the key aspects we’ve discussed, such as sales tracking features, team performance metrics that it allows you to track, price of the sales app, ease of use, suitability to your startup, and narrow down your options.
Then, take advantage of the free trials and demos offered and get a better feel for how the app works.
And lastly, implement and train your team to take full advantage of the app’s features.
Remember, choosing the right customizable CRM can make all the difference in how effectively you can manage your customer interactions and boost your team’s productivity.
If you are looking for a CRM for startups, we recommend trying TeleCRM.
With a comprehensive list of customizations, robust customer support, dynamic mobile app for both Android and iOS, it handles all major CRM functionalities and provides sales team tracking features that a small business or startup founder is looking for in a CRM.
What’s good is you get all of this at an unmatchable price.
So don’t hesitate. Take the first step towards accurately tracking your sales team today!
Contact us directly or book a demo:
Book a free demo
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