The best sales collaboration software in 2025

Every deal has two stories: the one in your CRM and the one scattered across emails, call recordings, DMs, and "quick questions" that derail the day. Sales collaboration software exists to close that gap.

Sales collaboration tools centralize deal threads, keep pipeline changes clear without burying everyone in alerts, and make coaching and feedback asynchronous (and visible), which is indispensable for people like me who need six hours to process criticism without crying or stress-eating an entire sheet cake. The best tools also plug cleanly into your existing stack—email, meetings, docs, and marketing—so your team spends less time toggling and more time moving deals forward.

I spent dozens of hours researching and road-testing the best sales collaboration software. What follows is a short list of platforms that manage the radical feat of making teams sell together on purpose.

The best sales collaboration software

• Zapier for AI orchestration

• Pipedrive for an intuitive solution for small to mid‑size teams

• Salesforce Sales Cloud for enterprise-scale B2B sales

• Zoho CRM for a customizable, budget-friendly solution

• HubSpot CRM for all-in-one sales and marketing

• Freshsales for product-oriented sales

• Gong for revenue intelligence

What makes the best sales collaboration software?

Sales collaboration software sits at the borderland of CRM functionality and team productivity tools, an intersection at which modern sales teams are condemned—sorry, required—to reside. While CRMs are primarily concerned with managing customer data and tracking deals, and project management apps handle task coordination, sales collaboration platforms attempt the more ambitious feat of keeping an entire revenue team in temporal, conceptual, and emotional alignment.

I tested dozens of sales collaboration platforms to identify what truly separates the winners from the also-rans. The standouts, it turns out, are almost boringly consistent in what they get right:

• Team communication: Your sales collaboration platform should centralize conversations, enable async feedback, and offer shared workspaces where deal context is attached to the discourse that creates it.

• CRM and data integration: All that collaboration is worthless if it's not tied to your customer data. The best collaborative software honors the sanctity of customer data by either containing a competent CRM or cleanly integrating with the one you already trust, ensuring all team discussions, documents, and decisions are automatically linked to the specific deal they relate to.

• Task and project management: Sales is inherently collaborative—deals involve multiple team members, require coordinated follow-ups, and depend on shared deliverables. Top-tier sales collaboration software includes project management features like task assignment, deadline tracking, and workflow automation that keep everyone aligned on what needs to happen next.

• AI and automation: Since it is now illegal to ship software without an opinionated algorithm, the software should use AI for useful things like surfacing insights from team communications, automating routine tasks, and proposing credible next steps based on collaborative patterns.

• Integration with existing tech stack: Your sales collaboration platform must participate politely in your existing stack. The less time your team spends toggling between apps, the more likely they are to do the thing upon which their livelihoods rest.

Every tool on this list has been thoroughly tested and has appeared in previous Zapier roundups, which is to say they're not just theoretically good—they work in real-world sales environments. For this pass, I focused specifically on how well each platform enables sales team collaboration, gathering feedback from sales leaders and combing through user reviews to identify the rare cases where teams became better together.

The best sales collaboration software at a glance

Best sales collaboration software for AI orchestration

Zapier (Web, iOS, Android)

Zapier pros:

• Connects 8,000+ apps with AI-powered workflows

• No-code automation accessible to non-technical users

• Built-in AI agents and chatbots

Zapier cons:

• Requires existing apps to integrate with

If what your revenue team craves is a universe in which AI does the busywork while every tool stays in sync, then choose Zapier. It isn't a CRM or sales tool per se—it's the orchestration layer that makes all your other tools actually do what they're supposed to do.

Zapier's biggest strength (aside from having me as a writer) is its relentless assault on data silos where collaboration goes to be forgotten. When a new lead fills out your website form, for instance, Zapier can instantly add them to your ERP or CRM, ping the right sales rep in Slack, create a follow-up task in your project management tool, and even trigger a personalized email sequence. Your marketing, sales, and support teams all get the information they need simultaneously, sparing everyone the medieval chore of copy-pasting between systems.

With AI Agents and Chatbots, you can build intelligent workflows that adapt to different scenarios. For example, set up an AI agent that analyzes deal sentiment from email exchanges or routes leads based on complex criteria. You can customize the notifications, too, by including deal amount, pipeline stage, or SLA timers directly in the Slack ping. That way, a rep doesn't have to click into the CRM to figure out what's expected.

For the overachievers among you (can't relate), Zapier Interfaces lets you build custom sales collaboration apps using drag-and-drop components. You could create a lead dashboard that pulls data from multiple sources, a client portal for document sharing, or a review system that routes approvals based on deal size and probability, preventing the traditional game of "whose turn is it to care."

Because the whole platform is no-code (except when you don't want it to be), anyone on your sales team can improve processes, not just IT. This is huge for SalesOps folks. They can now build and tweak their own automated workflows, optimize handoffs between teams, and solve collaboration friction without waiting weeks for development resources.

And because it's Zapier, you can expand on these building blocks. Add filters so only high-value leads trigger alerts. Pipe approved quotes into finance tools automatically. Or build AI-powered workflows that summarize lead details before assigning them. With 8,000+ integrations at your disposal, you can layer in email, project management, analytics, and whatever else your team relies on—turning what could have been a simple notification into a fully orchestrated handoff.

Here are some templates to get you started.

Deal desk: Manage HubSpot quote approvals in Slack

Automate your HubSpot quote approval workflow to close deals faster and kick up your sales efficiency.

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Lead Router Template

Alert qualified sales reps with active claiming and decrease lead response time.

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Round Robin Lead Assignment

Assign leads to sales reps in round robin to ensure equal distribution.

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Zapier pricing: Free plan available; advanced features start at $19.99/month

Best sales collaboration software for an intuitive solution for small to mid‑size teams

Pipedrive (Web, iOS, Android)

Pipedrive pros:

• Well-designed interface and straightforward navigation

• Real-time deal updates visible to all team members

• Affordable pricing that scales reasonably with team size

Pipedrive cons:

• Email collaboration features feel somewhat basic

• Lacks advanced project management functionality

When I first heard about Pipedrive, I assumed it was just another CRM trying to be everything to everyone. But after experimenting with its visual pipeline approach, I quickly realized why sales teams swear by it. The secret isn't in flashy features, but in the suspiciously effortless manner it keeps everyone on the same page. It's collaboration by way of clarity, which may be the rarest feature of all.

What immediately struck me about Pipedrive was its Kanban-style pipeline view. Unlike other CRMs, where deal information gets buried in 49 menus, Pipedrive puts everything front and center in a drag-and-drop interface that feels more like using Trello than traditional sales software.

The activity timeline became my favorite collaboration feature during testing. Every call, email, note, and meeting gets logged in a running feed that any team member can quickly scan to understand exactly where things stand. When deals get reassigned or new team members need to jump in, they don't have to reconstruct the past from shards and hearsay because the context is already there.

The scheduling integration works seamlessly for team coordination, which sounds dull because it is, but is surprisingly rare in tools for sales teams. Shared calendars mean no more double-booking prospects or stepping on each other's follow-ups. The permissions system also lets managers control what reps can see without making the interface feel restrictive.

Pipedrive starts to show its limits when your team's needs get more complicated. The email integration works, for example, but it isn't nearly as polished as dedicated email tools. If your team relies heavily on collaborative email management or needs robust document sharing, you might find yourself reaching for additional tools (or possibly tequila). It's also worth noting that some of the more advanced automation and workflow features that really streamline team collaboration are locked behind the higher-priced plans.

That said, the core collaboration experience is rock solid. Users consistently rave about how easy it is to onboard new members, and the visual nature means new hires can understand your sales process almost immediately.

You can also integrate Pipedrive with Zapier to do things like automate deal updates to Slack, sync won deals with your project management tools, or trigger team notifications when high-value opportunities enter your pipeline. Discover more ways to automate Pipedrive, or get started with one of these templates.

Pipedrive pricing: From $24/seat/month for the Lite plan

Best sales collaboration software for enterprise-scale B2B sales

Salesforce Sales Cloud (Web, macOS, Windows, iOS, Android)

Salesforce Sales Cloud pros:

• Comprehensive pipeline visibility and team forecasting

• Highly customizable for complex sales processes

• Enterprise-grade scalability and security

Salesforce Sales Cloud cons:

• Steep learning curve

• Requires dedicated admin resources and significant time investment for optimal configuration

When I first dove into testing Salesforce Sales Cloud, I knew I was in for something substantial, but I wasn't quite prepared for it to be "substantial" in the same way people describe colonoscopies as "uncomfortable" or childbirth as "a bit intense."

Sales Cloud comes with an absolutely unholy amount of collaboration features. Unlike generic team chat tools, Salesforce Chatter, its internal social network, actually works quite well for keeping deal discussions in context. It creates conversation threads directly on opportunity, account, and lead records, eliminating organizational silos and plausible deniability. Sales reps, managers, and cross-functional team members can post updates, share files, and @mention colleagues to loop them into specific discussions.

Since Salesforce acquired Slack, teams can also spin up dedicated "deal rooms" for major opportunities that automatically pull in relevant team members. This helps reduce back-and-forth emails while preserving all your mistakes forever for your manager to reference in your performance review.

The platform's sales forecasting really sets it apart from other tools I tested. Managers can adjust and comment directly on team forecasts, which feels more like a live strategy session than just ping-ponging a spreadsheet between inboxes in perpetuity. I was particularly impressed by how the shared dashboards pulled live numbers from across the organization, giving everyone a common view of pipeline health, deal progression, and revenue projections—three facets of reality that usually hide behind three different logins. Teams can collaborate on forecasts, with sales managers able to adjust and comment directly on team submissions. Customizable reports mean you can slice, dice, julienne, and dissect data in ways that make sense for your specific collaborative workflows.

Perhaps most importantly for enterprise collaboration, Salesforce's activity logging captures every interaction—calls, emails, meeting notes, document shares—in a centralized timeline that the entire deal team can access without embarking on an archaeological dig through chat threads and calendar detritus. When a new team member joins a deal mid-cycle, they can get the full backstory by reviewing the complete interaction history.

Its Einstein AI takes collaboration to another level entirely. It can automatically prioritize leads based on likelihood to close, suggest next steps that the whole team can see, and even generate personalized outreach emails that maintain consistency across your sales messaging while making your own writing skills seem increasingly obsolete.

"Cloud" is misleading because nothing about Salesforce Sales Cloud is light and fluffy. Without careful configuration and training, teams can feel overwhelmed by the sheer number of features and possibilities. Many businesses need ongoing admin support from a Salesforce-certified wizard to realize its full potential, and the cost is high compared to smaller CRMs. User reviews often note that once it's set up, it can dramatically improve team coordination and pipeline visibility, but getting there takes planning and resources.

The platform's integration with other Salesforce products creates a collaboration ecosystem that's tough to match. Sales Cloud connects seamlessly with Service Cloud and Marketing Cloud, breaking down the walls that usually pop up in big companies. Extend its collaboration capabilities even further by integrating Salesforce Sales Cloud with Zapier, allowing you to automate workflows between your sales collaboration processes and all your other business tools. Learn more about how to automate Salesforce, or get started with one of these pre-built templates.

Salesforce Sales Cloud pricing: From $25/user/month

Best sales collaboration software for a customizable, budget-friendly solution

Zoho CRM (Web, iOS, Android)

Zoho CRM pros:

• High degree of customization and flexibility

• Strong integrations with the Zoho ecosystem and third-party apps

• Omnichannel communication

Zoho CRM cons:

• Advanced analytics require Zoho Analytics subscription

• Some limitations around support and daily usage caps

You know those touchscreen Coca-Cola machines at fast food places that offer like 600 different flavor combinations? The ones where you end up spending six minutes creating a diabolical mixture of grape Sprite and vanilla root beer when all you wanted was a Diet Coke? That's basically Zoho CRM in software form. It's overwhelming and incredible and terrifying all at the same time.

I spent what felt like hours tweaking workflows, configuring custom modules, and setting up automated task assignments, and I barely scratched the surface. You can mold Zoho to match your exact sales process, which is something I couldn't say about many other platforms I tested. 

Collaboration is baked in. I like that you can tag teammates right inside a lead record—no more digging through Slack to remember who followed up last. The Feeds tab is basically a wall of sales activity, and while it sounds gimmicky, it's actually a pretty slick way to see at a glance which deals are moving without having to open reports. And the real-time notifications (called SalesSignals) are great for pinging the team about important stuff, like when a prospect opens an email, mentions you on social media, or starts a live chat.

The AI assistant, Zia (is there a rule that AI assistants need names that sound like characters in a dystopian young adult novel?), is surprisingly sophisticated for a budget-friendly CRM. It can analyze team performance, suggest the best times for your reps to call prospects, and even detect anomalies in your sales process, like when deals are stalling longer than usual.

The workflow automation capabilities are surprisingly robust for a tool at this price point. It gives you a ton of different ways to trigger an automation—record actions, date-based events, score changes, even note updates can kick off automated processes. I was able to set up complex automation rules that assigned leads based on territory, deal size, or product interest. And if you need more advanced process management, its Blueprint feature essentially creates guided workflows that ensure your team follows your sales process to the letter.

Zoho CRM's interface can feel a little dated and cluttered compared to sleeker alternatives like HubSpot or Pipedrive. I spent quite a while hunting through menus, trying to remember where certain features lived. But after some setup—adding custom fields, rearranging modules with Canvas, and adjusting the dashboards—the interface started to feel more natural. The recent "Zoho CRM for Everyone" redesign is a definite improvement, introducing flexible team spaces, streamlined navigation, and improved Canvas for Zoho CRM to build custom interfaces.

Since it's part of the broader Zoho ecosystem, you get native connections to over 80 (not a typo) Zoho products. So, if your team uses Zoho Desk for customer support or Zoho Projects for project management, the data flows seamlessly between platforms. I could see how a support ticket could automatically create follow-up tasks in the CRM, or how project milestones can trigger sales activities.

For collaboration across tools, the Zoho Marketplace lists over 2,000 integrations (which they call "extensions"). You also get straightforward email sync (Gmail/Outlook) and Microsoft/Google hookups. Connect it with Zapier to extend its integration capabilities even further and create fully automated, AI-powered systems for your sales team. Learn more about how to automate Zoho CRM, or get started with one of these pre-built workflows.

Zoho CRM pricing: Free plan available for up to 3 users; paid plans from $20/user/month for the Standard plan

Best sales collaboration software for all-in-one sales and marketing

HubSpot CRM (Web, iOS, Android)

HubSpot CRM pros:

• Powerful workflow automation capabilities

• Comprehensive reporting across all customer touchpoints

• Extensive integration ecosystem

HubSpot CRM cons:

• Search functionality can be unpredictable

• Automated sequences require $100/month plan

HubSpot didn't start as a sales collaboration tool at all. The platform began life as an inbound marketing powerhouse, helping businesses attract customers through content, SEO, and lead nurturing rather than cold outreach. But somewhere along the line, HubSpot realized marketing and sales are two sides of the same coin, leading them to build what might be the most naturally integrated sales and marketing platform on the market.

What immediately stood out was how HubSpot eliminates the classic "Sales says Marketing leads are garbage, Marketing says Sales couldn't follow up with a prospect if they were handcuffed to one" problem. The platform gives both teams a shared view of every prospect's journey, from their first website visit to closed deal. When a marketing team member nurtures a lead through email campaigns, the sales rep can see exactly which emails were opened, what content was downloaded, and which pages were visited.

HubSpot's automation capabilities are where things get really interesting for sales collaboration. You can set up sophisticated workflows that automatically notify sales reps when marketing-qualified leads hit certain engagement thresholds, or trigger personalized outreach sequences based on specific behaviors. The platform's AI scores leads using data from both teams, creating a priority list that's smarter than anything sales or marketing could come up with on their own.

The platform's AI features, powered by Breeze AI, go beyond basic chatbots to offer genuine sales intelligence. The AI can analyze conversation patterns to suggest the best times to follow up, predict deal outcomes based on engagement patterns, and even draft personalized outreach messages that reference specific marketing interactions.

HubSpot offers a free version, which makes it an easy entry point for smaller teams that enjoy the hollow taste of limited functionality. Advanced sales collaboration features (like deal tracking, pipeline management, or advanced reporting) require paid tiers. For growing teams, the costs add up fast, but the payoff from finally getting sales and marketing on the same page is often worth it—kind of like how my expensive eye cream hasn't removed my dark circles but I keep buying it because WHAT IF IT STARTS WORKING?

With nearly 2,000 apps in its marketplace, HubSpot connects to almost anything your team is already using, including Zapier, so data moves across systems without manual updates. For example, you can automatically create deals from form submissions, sync contact data between platforms, or trigger custom workflows when deals reach certain stages. Learn more about how to automate HubSpot, or get started with one of these pre-built templates.

HubSpot CRM pricing: Free plan available; paid plans from $15/seat/month for the Sales Hub Starter plan

Best sales collaboration software for product-oriented sales

Freshsales (Web, iOS, Android)

Freshsales pros:

• Built-in phone and email tools

• Comprehensive product catalog features

• Clean and approachable interface

Freshsales cons:

• May lack advanced features required by larger organizations

• Mobile app performance can be sluggish

I spent considerable time testing its product-focused features, and honestly, Freshsales feels like using a tool actually built for teams that sell things, not just manage contacts. It's perfect for sales teams who don't mind sacrificing advanced customization in favor of a product-based system.

With the product catalog functionality, you can create detailed product listings with SKU numbers, manage pricing in multiple currencies, and set up custom categories, then apply advanced filters for quick access. For a salesperson on a call, this means they can instantly pull up product specs and availability without having to put the prospect on hold.

Freshsales also has a built-in quote generator that's a huge time saver. You can create professional-looking quotes, proposals, contracts, and other sales-related documents with one click, and it automatically pulls in all the customer's details for you.

Automatic lead scoring, handled by Freddy AI (the platform's artificial intelligence assistant), is surprisingly easy to set up. You just tell it what counts as a good sign or a bad one, and it learns what makes a good lead for your business. In turn, this helps users understand which clients are best for specific products.

Beyond basic lead scoring, Freddy AI drafts emails, flags high-priority leads, and even predicts when deals might stall. In practice, it saves time, though I did catch small quirks, like slightly clunky phrasing in AI-generated emails that needed tweaking. And occasionally, Freddy AI suggested I say something so inappropriately optimistic that I question if he's ever met a real-life human being before.

The built-in phone system was a pleasant surprise. Unlike most CRMs that force you into clunky third-party integrations, the Freshsales Power Dialer logs everything automatically because we both know you weren't actually listening. Your team can use it to make calls, send texts, record conversations, and update deal records. Combined with the two-way email sync and shared inbox, it creates a unified communication hub where everyone can see the full conversation history, because nothing says "collaboration" quite like having absolutely no secrets from your coworkers.

On the downside, I ran into some frustrations. Some configuration settings feel unnecessarily buried. I found myself clicking through a matryoshka of submenus just to change a simple setting. Also, the mobile app is slower, less functional, and occasionally buggy compared to the web version. And while Freshsales is great for selling products, service-based businesses will probably feel like they're trying to fit a square peg in a round hole. However, if you run into any issues, Freshsales offers 24/5 phone support, even on the free plan.

You can also connect Freshsales to Zapier to automate data flow between your product management tools, inventory systems, and marketing platforms, creating a seamless collaboration environment across your entire tech stack. Check out some of these workflows to get started.

Freshsales pricing: Free plan available for up to 3 users; paid plans from $11/seat/month for the Growth plan

Best sales collaboration software for revenue intelligence

Gong (Web, iOS, Android)

Gong pros:

• Quantifiable conversation analytics for team coaching

• Comprehensive deal and pipeline tracking with risk detection

• Built-in learning repository for skill development

Gong cons:

• Processing delays can disrupt immediate workflow needs

• Premium pricing that can be prohibitive for smaller teams

If sales had a deity, it wouldn't be a charming closer with a smile too wide to trust. It'd be Gong, a revenue intelligence platform that makes sales and revenue operations and other go-to-market (GTM) teams feel like they've been gifted omniscience.

Gong's conversation intelligence capabilities turn messy conversations into quantifiable data. The platform automatically records and transcribes every customer call, email, virtual meeting, and probably your internal monologue if you think too loudly. It then uses AI to analyze conversation sentiment, monitor talk-to-listen ratios, identify patterns, and correlate these insights with deal outcomes. When a deal shows warning signs, like decreased engagement or negative sentiment trends, Gong alerts the team so they can intervene before it's too late, or more likely, so everyone can gather around to watch the slow-motion trainwreck of your quarter going down the toilet.

The collaboration features center on turning individual failures into team-wide learning opportunities, or as I like to call it, "public humiliation as a service." Managers can leave timestamp-specific feedback on calls, team members can share call recordings and even create snippeted highlights of significant moments, and nobody has to sit through another roleplay exercise that feels more like a hostage situation. You can even save your team's best calls to a shared library, creating a goldmine of real-world examples for training new hires.

For RevOps leaders who need to track adoption and measure impact across their teams, initiative boards are a dream come true. You can see adoption per rep or across the entire team, spot trends over time, and understand exactly how much of your pipeline is affected by specific initiatives. Smart trackers use AI to find when a concept is mentioned in a conversation, no matter how it's phrased. For example, they can figure out when a customer is complaining about a new feature, however it may be articulated, or tell you when a salesperson successfully manages to sneak in that upsell you've been pushing.

Gong integrates seamlessly with 250+ sales and marketing tools like Salesforce and HubSpot, automatically syncing call insights and deal intelligence. And when you connect Gong with Zapier, you can create your own automated RevOps workflows across your entire tech stack. Here are a few pre-made workflows to get you started.

Gong pricing: Contact for custom pricing; typically requires annual commitment

Which sales collaboration tool is best?

The best sales collaboration software isn't the one with the most features or sparkliest buttons. It's the one your team will return to of their own volition, like homing pigeons with quotas. The right choice depends on your team size, budget, existing tech stack, and biggest teamwork headaches, plus your CEO's willingness to spend actual money on things that help people do their jobs.

Before you do anything, figure out your single biggest collaboration bottleneck, whether that's scattered customer info, lack of coaching visibility, or disconnected tools. Find the thing that makes your sales team send passive-aggressive Slack messages with the smiley emoji that really means "I am contemplating arson" (you know the one), and then pick a tool that fixes that specific nightmare.

At day's end, a tool is useless if nobody logs in. You might as well send your money directly to my Venmo for all the good it'll do you (@allisa).

Related reading:

• The best sales forecasting software

• The best pipeline management software

• Craft a winning CRM strategy in 8 steps

• The best customer success tools