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The 8 Best Sales and Marketing Software Platforms for Unified Growth Teams

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Combined sales and marketing software helps growth teams communicate better, coordinate their efforts, and save money.

There are two common problems with using multiple software platforms for all your sales and marketing tasks. First, you run the risk of information getting out of sync, with updates in one platform not appearing in others. Second, you’re likely overspending by paying for multiple products.

Not only is a unified sales and marketing tool more cost-effective, but it also acts as a central information hub for growth teams by keeping all historical customer information in one organized and searchable place. Growth teams gain full insight into buyer relationships so that no context is lost at any point in the buyer’s journey, keeping everyone on the same page at all times.  

But what is sales and marketing software, really?

Sales and marketing software is any platform that helps organizations track all the details of their customer relationships through the entire sales funnel, while offering tools to help sellers and marketers build better relationships with their buyers. They’re often used by growth teams to more effectively capture leads, nurture and engage them towards a sale, and provide ongoing value to existing customers.

And what does a growth team do?

A growth team is a group of sellers and marketers working together to accomplish a single goal: revenue growth. By eliminating silos between these teams, marketers gain a better understanding of which efforts produce viable leads and sellers gain insight on what their potential buyers are interested in. This closer relationship between sellers and marketers leads to higher quality leads, higher conversion rates, and more sales over time.

4 ways that sales and marketing software provides a positive ROI for growth teams

Saving money

Paying for one solution is usually cheaper than buying multiple products that do the same tasks less efficiently. To get all the features a sales and marketing software platform offers, you’d need to invest in separate tools for email marketing, sales automation, customer relationship management, and analytics, to name a few. It all adds up, especially if you have a large team and are paying for each user on a monthly basis.

Freeing up time

Streamlining your tools into one growth team platform helps ensure that time isn’t lost working out incompatible integrations or doing busy work like updating client files and transferring data between platforms. In other words, using an all-in-one sales and marketing tool allows users to spend more time on their highest ROI activities.

Improving lead quality

One of the best ways to improve the quality of your B2B leads is to align sales and marketing teams on what a qualified lead really is, how quality should be measured, and what both departments should do to continue nurturing the relationship.

Sales and marketing software can help growth teams develop a mutually beneficial feedback loop that promotes high quality lead generation, and improves growth team alignment by keeping everyone in sync, up to date, and focused on clear, measurable goals.

Building trust

Using sales and marketing software to align your team builds trust among your clients by providing consistent messaging throughout the buyer’s journey. For more on creating consistency at every sales touchpoint, watch our Q&A with Social Centered Selling’s Barb Giamanco at BOUNDLESS 2020.

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The best sales and marketing software platforms

Each of these sales and marketing software platforms offers a set of features that fulfill the essential operational needs of sellers and marketers. We’ll go over what every tool does, which features growth teams should pay special attention to, and the pricing options each brand offers.

We’ll also offer tips for how growth teams can use these standout platforms to improve their productivity, streamline collaboration, and maximize their investment.

PlatformKey features
NutshellFully customizable pipeline automation builder, powerful reporting suite, automated personal email sequences, unlimited in-app phone dialing, unlimited CRM contacts, unlimited data storage, email marketing automation suite
SenderEmail and SMS tools, marketing automation features, popup and subscription form features, contact management
ActiveCampaignOmni-channel management, machine learning tools, lead win probabilities, design services
KeapEmail marketing, user-friendly dashboard, follow-up tools, web forms with automated follow-up messages, syncs client information across all of devices and users
EngageBayMarketing, sales, and service features, automation and scheduling, landing page and form builders, calendar integrations, live chat, autoresponders
HubSpotInbound marketing, sales, and customer service features, CRM
InsightlyCustomizable marketing automation roadmap, task automation, robust CRM, popular app integrations
ZohoLead management, sales automation, automatic quote and invoice creation, reports and dashboards

1. Nutshell

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. At just $42-49/month per user, their full-featured Nutshell Pro package includes a fully customizable pipeline automation builder, one of the best reporting suites on the market, automated personal email sequences, and unlimited in-app phone dialing, as well as unlimited CRM contacts, unlimited data storage, and free live support.

The flexibility of Nutshell’s platform makes it a very valuable CRM for marketers. Nutshell’s email marketing automation suite, Nutshell Campaigns, allows sales and marketing teams to design and send beautiful marketing emails, automatically trigger drip sequences based on subscriber actions, instantly see who’s engaging with their messages, and manage all of their customer nurturing from a single tool.

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2. Sender

Sender is an easy-to-use and full-featured multichannel marketing tool combining email and SMS tools within a single platform. 

Sender helps businesses use an omnichannel experience to communicate with their buyers. Everything you need for effective email marketing and SMS is within a few clicks and the tool is surprisingly affordable compared to other leading email marketing providers.

With Sender, you can professionally manage contacts and create sophisticated automated scenarios, including abandoned cart messages and welcome sequences. In addition, popup and subscription form features help you gather leads effectively while automation simplifies lead nurturing and scoring techniques. It’s a true all-in-one marketing platform with refined features, and you can take it for a spin with zero financial commitment.

3. ActiveCampaign

ActiveCampaign is an automation tool designed for integrated email marketing and customer relationship management that’s mostly geared toward small businesses looking to meaningfully engage with customers at scale.

In terms of growth features, this sales and marketing software platform offers omni-channel management for everything from email to text messaging to social media as well as machine learning tools. Packages range from $19 to $386 a month depending on your contact list size and which upgrades (such as lead win probabilities and design services) your team may be interested in.

4. Keap

Keap, another small business favorite, is an email marketing and sales platform that organizes all of your client information and daily work in one user-friendly dashboard. Their features help users quote customers, schedule sales calls, create invoices, collect payments, and foster long term relationships using a CRM with follow-up tools.

Keap helps you email, call, or text leads right from your phone and streamlines all payment activities with one-click features. It also syncs client information across all devices and users. Keap’s pricing starts at $159-$199 per month for their Pro package and $229-$289 per month for the Max package. Pricing increases from there based on the number of contacts.

5. EngageBay

EngageBay is a fully integrated all-in-one marketing, sales, and service platform that provides small to medium businesses with modular solutions. The platform has various tools to automate redundant and manual tasks, build and organize contacts, visualize deals, manage sales, and support customers—all from a single, easy-to-use platform.

EngageBay’s software is neatly categorized into three stacks for marketing, sales, and service. Each of these stacks is called a ‘Bay.’

The Marketing Bay has many compelling features, ranging from automation and scheduling to landing page and form builders. You can also keep your content up-to-date on various social media platforms using their ‘Stream’ feature.

The CRM & Sales Bay has impressive tools to streamline your company’s sales process, and gives you a bird’s eye view of your leads and the statuses of your deals. You can connect with third-party calendar applications to schedule appointments with customers, and get a holistic view of your sales progress using visual charts and insightful metrics right from EngageBay’s dashboard.

The Service Bay offers a prudent way to manage and issue customer tickets quickly and efficiently, all from one place. With remarkable features such as canned responses, support groups, and autoresponders, your business can quickly view, prioritize and solve tickets in a customer-friendly manner. Additionally, you can interact with your customers in real-time with EngageBay’s Live Chat feature.

With a CRM, migration services, and onboarding sessions, EngageBay is one of the best options for small businesses and startups looking for a comprehensive solution to their marketing, sales, and customer support needs.

6. HubSpot

HubSpot is a full-service platform for inbound marketing, sales, and customer service. They’ve also become a go-to educational resource for professionals at every level of these departments.

HubSpot offers a basic free CRM as well as hubs for sales, marketing, service, content management, and more. These hubs offer a wide range of features. The Marketing Hub offers email marketing, online forms, and automation, while with the Sales Hub, you can get lead management, email templates, call tracking, and more.

HubSpot’s pricing ranges widely, from the free option to more than $800 per month, depending on the features you want and the number of contacts you have.

7. Insightly

Insightly is a sales and marketing platform for unified growth teams that includes key tools such as task automation, a robust CRM, and popular app integrations.

Their standout growth features include a customizable marketing automation roadmap that allows marketing and sales teams to visually plot out a full cycle strategy for various customer segments.

You can purchase the marketing and sales features separately or opt for the all-in-one solution, which starts at $349 per month for the Pro package, $899 per month for the Professional package, and $2,599 for the Enterprise package.

8. Zoho

Zoho is a digital office suite for complex enterprises that allows users to store notes, manage projects, send invoices, and more. They even offer remote work help with features such as virtual training and meeting tools.

While they offer a variety of bundles for HR, Finance, and IT departments, growth teams would be most interested in Zoho One, their A to Z business platform, which boasts a complete “lead to cash” solution and a full suite of tightly integrated marketing and sales tools with more than 40 streamlined app integrations.

Zoho offers a 30-day trial with a custom pricing quote.

Maximize impact with growth tools

Not using a sales and marketing software platform to unify teams and promote growth yet? You may be wasting a lot of unnecessary time on miscommunications, unstructured workflows, and lost sales. Adopt one of the suggested tools above to help automate tasks and guide your team toward rapid growth.

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