Best Sales Productivity Tools in 2026

In a 40-hour workweek, the average sales rep spends just 12 hours on tasks directly related to selling, according to our State of Sales report. They spend the other 28 hours on non-selling activities. These include manually entering customer data, preparing quotes, generating sales reports, researching prospects, and other administrative tasks.

Sales productivity tools help reps stop spending so much time on those manual chores by simplifying complex processes and automating repetitive, manual tasks. Sales teams use these tools to optimize their time, so they can devote more attention to building customer relationships and closing sales deals.

Sales team productivity tools are digital apps and sales management platforms that automate manual tasks and simplify repetitive processes. This helps sales reps use their time more efficiently—and strategically. These tools support sales enablement by suggesting helpful training modules, highlighting useful content to share with prospects, and even identifying the next best actions for each lead.

These tools make the sales process smoother by improving communication and keeping tasks organized — helping teams work better together and close more deals.

Sales productivity tools can boost your team's efficiency and productivity. Here's how:

• Team efficiency: These tools free up valuable time that you can use to engage with prospects and customers by automating tasks. With less time spent on administrative work, you can spend more time nurturing customer relationships and moving prospects down the funnel.
• Higher revenue: When you consider that 31% of revenue comes from upsells and cross-sells and 42% comes from recurring sales, it’s clear to see how getting to spend more time on customer-centric activities will help you achieve more revenue with the same amount of time. In fact, 83% of sales teams that use sales AI tools, which can flag cross-selling opportunities, reported revenue growth according to the State of Sales report.
• Better-informed sales planning and forecasting: These tools unify data in one place, enabling sales analytics to power more accurate sales forecasting. Data-driven insights help leaders ‌make more informed decisions about hiring, budgeting, and sales planning, so sales efforts stay focused on what matters most.
• Improved partnership between sales and customer management teams: The best sales productivity tools integrate with your customer relationship management (CRM) system. This creates more transparency between reps in the field and account managers who care for customers down the road.

Here are the most popular types of sales productivity tools that help improve and streamline various stages of the sales process:

• Communication and scheduling tools that integrate with CRM platforms help teams work together, getting everyone on the same page quickly and speeding up the approval process.
• Document management systems assist in creating, storing, and sharing sales materials, so you have everything you need when you need it.
• Task management solutions automate, assign, and track tasks to move deals forward more quickly.
• Analytics platforms gather data across the sales cycle, tracking performance and generating insights that sales teams can easily review in real-time dashboards and reports.
• Sales prospecting tools automate and optimize the prospecting process, helping you focus your efforts on the leads most likely to convert.
• Modern CRM software with built-in AI sales tools helps monitor sales activities, streamline sales processes, and manage customer interactions. Many include sales automation features like lead management, opportunity tracking, and sales forecasting.

To curate our list of the top sales productivity tools, we looked for quality options for each of the above categories, all of which can be used together to holistically optimize your sales processes and outcomes. Each of these tools has a minimum rating of four out of five stars on both G2 and Capterra.

Agentforce Sales (formerly Sales Cloud) is an AI-powered CRM that helps sales teams manage customer interactions, track sales activities, and streamline sales processes. It includes lead management, opportunity tracking, and sales analytics — helping teams forecast accurately, plan sales strategies, and close more deals.

How it helps sales teams:

• Team collaboration: Agentforce Sales is a centralized platform with built-in features like Slack, real-time analytics dashboards, and customizable deal management workflows. This enables teams to communicate in real time, access and share information, and efficiently manage their tasks to stay on track with deal closures. It eliminates data silos and streamlines workflows, fostering collaboration and improving productivity.
• Automation and AI: Users can intelligently automate sales tasks, such as lead management, opportunity tracking, and creating call summaries so you don’t have to take notes during meetings. This means AI can help nurture leads around the clock‌ — ‌and even close deals for you. You can ensure timely interactions by using specific criteria, like lead qualification, customer behavior, or deal stages, to trigger automated actions. AI can even create personalized outreach emails, helping you connect with prospects at scale during the right moments and with the right information.
• Integrations: Agentforce Sales provides thousands of integrations, from email marketing and document management to social media platforms and accounting software. Thanks to team collaboration tools like Slack, e-signature tools, and revenue management capabilities through Agentforce Revenue Management, users are never limited in what they can accomplish and how they can maximize efficiency in their business operations.

Slack is the AI-powered platform for work that brings together your conversations, apps, and customers in one place. Slack integrates seamlessly with Agentforce Sales and other CRMs so your team can connect the tools and conversations you need to get the job done. Get real-time notifications, view and maintain sales records, and automate mundane tasks right in Slack.

How it helps sales teams:

• Team collaboration: Teams can use Slack channels to connect people from various departments around specific deals or projects, enabling them to collaborate and close sales more quickly. Huddles let teammates chat at a moment’s notice without leaving the app.
• Automation and AI: Sales teams can use Slack's CRM integrations to automate notifications about new leads and deal updates. They can also use Slack's Workflow Builder to automate repetitive manual tasks like sending follow-up reminders and assigning new leads.
• Integrations: Slack integrates with many CRMs, making it easier to streamline your tools and get more done with less effort. You can update customer data directly from your digital workspace, saving time and reducing errors for cleaner data.

Monday.com helps sales teams stay organized by centralizing pipelines and tasks, with integrations that connect to many CRM systems. It offers visual deal tracking and automated workflows that help sales reps manage leads and monitor progress without needing to switch to other tools.

How it helps sales teams:

• Team collaboration: Shared boards of information, real-time updates, task assignments, and commenting features help keep reps and managers aligned on lead engagement and deal statuses.
• Automation and AI: You can set it up so that leads are automatically assigned based on territory, deal size, or rep availability. Users can create follow-up tasks, recurring check-ins, and alerts. AI features help summarize meetings, documents, and calls and help with text generation.
• Integrations: Monday.com coordinates with many apps crucial to sales, including CRMs, data analytics tools, messaging and submission-form platforms, and document management.

HubSpot combines prospect and customer data and sales pipeline tracking in one platform. Tasks like data entry, lead scoring, and email sequences can be automated, and custom dashboards give insight into sales performance. Pipeline and activity reminders help reps prioritize work and stay organized.

How it helps sales teams:

• Team collaboration: Activity feeds and a unified, up-to-date source of truth help keep sales reps aligned on where prospects and deals stand. Commenting and task assignment features encourage transparency and coordinated efforts.
• Automation and AI: In addition to logging calls, emails, and meeting activities, the platform lets reps automate lead assignment, task-list generation, and follow-up messaging. AI features help by summarizing interactions and suggesting next steps to take.
• Integrations: HubSpot works with many communications, workflow automation, document storage, project management, and data analytics apps.

ZoomInfo Sales is a prospecting tool that offers access to a large and regularly updated B2B contact database. It helps users find and reach new leads, which they can manage within its platform if they choose not to connect it with a more advanced CRM.

How it helps sales teams:

• Team collaboration: Real-time data updates are shared by all, ensuring sales, marketing, and operations work from the same information. ZoomInfo's conversation intelligence tool, Chorus, records sales calls and analyzes meetings and emails. Sales managers can review Chorus reports to provide constructive feedback and share best practices across the entire sales team.
• Automation and AI: ZoomInfo uses AI to analyze and flag high-value prospects, as well as recommend the best ways to engage them. It also automates tasks such as call reminders and email sequences.
• Integrations: The tool integrates with various CRMs, including Sales Cloud, to sync data. This provides a unified customer view to track each prospect's journey.

Gong records and analyzes sales calls and meetings for sales teams to review for information at any time. It transcribes details and summarizes prospect and customer interactions, freeing up reps to focus on the conversation.

How it helps sales teams:

• Team collaboration: Call recordings can be made instantly available to team members, with internal notes and highlights stored with the call. This helps ensure alignment on deal strategy, gives visibility into pipeline status, and encourages sales coaching.
• Automation and AI: In addition to automatically transcribing call details, Gong can summarize conversations and identify key topics and action items.
• Integrations: Gong syncs with several sales customer data systems, including Salesforce CRM, to bring in details about accounts, contacts, and deal stages. It can also push conversation data to these systems, making meeting information universally available without having to toggle between programs.

Docusign is a cloud-based digital signature solution that businesses use to send, sign, and track documents. The tool includes electronic signature capabilities, enabling businesses to expedite deals by obtaining agreements more quickly.

How it helps sales teams:

• Team collaboration: With a centralized platform for managing agreements, every team involved has full visibility into the progress of each document from creation through completion.
• Automation and AI: Automated workflows streamline handoffs between departments. Automated agreement workflows for new contracts and renewals speed time-to-sign by eliminating manual bottlenecks, instantly routing documents, and providing automated reminders. Docusign’s AI can also provide analytics and insights into sales agreements.
• Integrations: Docusign offers 1,000+ cloud-based integrations, including Salesforce. This lets users send, sign, and track documents directly within their CRM while also reducing the time they spend on manual data entry. They can also create templates that generate documents using current product, customer, and pricing data within the CRM.

To best support your sales team, it's important to select the right tools — and that starts with finding the one that meets your team's distinct needs. While every team is different, selecting a tool that has these features ensures that it's flexible enough to adapt as your business grows:

• Integrations: Find out how effectively the sales productivity tool integrates with other tools used by your sales team, especially your CRM platform. The most useful tools will work with each other seamlessly so you don’t have to switch from one software to another or manually transfer data.
• AI: Evaluate the tool's use of AI. Look for whether it captures and syncs data, automates processes, and supports you with customer insights, relevant content, and next best steps. AI capabilities can help you work faster and easily access the information you need to make better decisions.
• User experience (UX): The UX should be intuitive so that you and your team can get started with minimal training. A productivity tool won’t help you reach sales goals faster if it’s too difficult for everyone to adopt into their daily routines.
• Mobile access: In sales, it’s unlikely you’re sitting in one location, using one device all day. Look for tools that can be accessed from anywhere and sync across your laptop, smartphone, and other tech. That way, you can get the information you need when you need it.
• Collaboration capabilities: Sales teams often benefit from being agile and working together to close deals. This means being able to communicate and share information easily. The best productivity tools for sales have features like instant synchronization, internal messages or notes, and adjustable permissions settings.

Choose sales productivity tools that work well together to simplify your sales team's work and increase your bottom line. This allows you to spend more time with prospects and customers instead of on data entry and administrative tasks. You can get started now on Trailhead by learning how to boost sales productivity.

When you're freed up to focus on selling, you'll find more opportunities to grow existing accounts, increase sales, and improve the customer experience.