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Top 8 Sales Productivity Tools: CRM, Automation, Dashboard, More

sales productivity tools

Customer interactions now span countless digital touchpoints. At the same time, teams are managing tighter margins and rising customer expectations. That’s where an innovative sales productivity tool makes a real difference. The real win? Your sales team spends less time on admin work and more time building genuine connections. Imagine closing deals instead of sorting spreadsheets.

At Nexalab, we’ve been right in the thick of this shift. When properly integrated, we’ve seen how the right sales productivity software doesn’t just streamline processes. It fuels growth. Over the years, we’ve learned a thing or two about making these tools click. So, let’s explore what’s out there.

CRM Tools as Your Sales Command Centre

Customer Relationship Management (CRM) is a central hub that keeps customer data centralised, tracks interactions, and streamlines processes in one tool. When you choose the right CRM, you set up your team for sales qualified leads, better visibility, stronger lead management, and more accurate forecasting.

CRM options on the market are varied. Choosing between them depends on your specific needs. Below, we will break down 2 main popular CRM on the market.

HubSpot Sales Hub

HubSpot Sales Hub works well for teams that value simplicity without sacrificing functionality. Its intuitive design makes onboarding quick and reduces friction during daily use. Features like email templates, meeting scheduling, and automation rules save time and improve consistency. Conversely, costs can add up quickly if you need advanced features. Customisation options are good but not limitless, which may frustrate some users.

HubSpot Sales Hub is best for businesses wanting an all-in-one system that’s easy to pick up, especially if aligning marketing and sales is key. Per May 2025, HubSpot Sales Hub prices start with a free basic CRM. Then, paid plans like Starter kick in at around A$30 per seat per month.

Salesforce Sales Cloud

Salesforce Sales Cloud offers deep lead management and customisable dashboards. Einstein AI predicts trends and automates tasks. Team collaboration is also a strong suit, and it scales well. But, its complexity means a steep learning curve, and costs can add up for smaller teams.

Salesforce is best for medium to larger companies needing a flexible and scalable CRM with robust AI. Salesforce Sales Cloud entry-level pricing (Starter Suite) starts around A$35 per user per month, positioning it slightly above HubSpot but offering greater depth.

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Sales Automation

Sales automation tools go a step beyond your standard CRM tasks. These sales dashboard improve consistency and reduce missed opportunities. Whether scaling outreach or fine-tuning your engagement strategy, the right automation tool makes a big difference.

Outreach and Formbits are two examples that serve different purposes within this category. Outreach focuses on high-level sales engagement, especially for B2B teams. Formbits, developed by Nexalab, handles form testing. Let’s break down both.

Outreach

The pros of Outreach often centre on its AI smarts for research, planning, and making outreach personal. Its AI-powered engine helps with research, planning, personalisation, and forecasting. It also includes coaching features that help reps improve performance based on real conversation data. However, it comes with a custom pricing model that isn’t publicly listed, which can make budgeting tricky. Some teams may find the reporting too detailed for their needs.

Outreach is better suited to companies that can budget for enterprise tools. Ideal for B2B sales operations that need proactive engagement backed by strong analytics. If your team wants a robust engagement platform, this is worth exploring further.

Formbits

Built by Nexalab, Formbits ensures flawless web form submissions daily. No more silent form failures draining your pipeline. While it’s a focused tool, its reliability is unmatched for lead-driven businesses. Because it’s a Nexalab solution, it plays nicely within our ecosystem. A con might be its specialised nature; it’s laser-focused on form integrity rather than being a broad automation suite.

Formbits is best for any business that relies heavily on website forms for leads. We built it because we saw too many good leads vanish into thin air due to tiny form errors. Formbit pricing can be customised based on your needs and goals. So, simply contact us and we’ll show you how Formbit works.

Sales Dashboards and Analytics

Sales dashboards and analytics platforms convert raw sales activity into data you can act on. They help you see how your team is doing, spot trends, and make smarter decisions. Having a clear view of your sales performance dashboards is key. What tools can light the way? 

Gong and Octobits are two platforms that approach sales analytic dashboard challenges differently. Gong focuses on conversation intelligence, capturing insights from calls and emails. Octobits, another Nexalab product, provides a broader view by centralising sales and marketing performance data.

Gong

Gong.io offers some compelling pros. It records and analyses sales calls, emails, and meetings to identify patterns that impact success. With features like Account AI, it gives a full view of customer engagement and flags risks before they become problems. However, it’s on the expensive side, and some teams may find the dashboards less flexible than expected.

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Gong is best for sales teams serious about boosting call effectiveness and coaching through deep conversation intelligence. Pricing isn’t public, but expect a notable annual base fee plus per-user costs.

Octobits

Octobits, another Nexalab solution, is our alternative to Gong as a sales dashboard and analytics tool. It gives businesses full visibility into their software subscriptions, identifies wasted spend, and automates marketing analytics. The bonus? Built-in cybersecurity monitoring and marketing analytics. This tool is perfect for IT, sales, and finance teams wanting unified data oversight. However, a potential con is that Octobits is a newcomer on the market. So it’s not popular yet.

Octobits is best for businesses, including MSPs, finance teams, and sales/marketing teams, wanting to get a grip on unifying their sales/marketing performance view for better insights. Octobits is currently free to use until December 31, 2025—making now the perfect time to trial it.

Sales Workflow

A smooth sales workflow is the difference between a reactive team and a proactive one. When your tools work together seamlessly, your sales process runs faster, errors decrease, and insights become actionable. Zapier and CRM integration services play key roles here. Zapier connects thousands of apps, allowing you to build automated triggers without writing code. CRM integration, especially through Nexalab, ensures your sales data flows freely between your CRM and other platforms.

Zapier

Zapier makes app integration simple. Without needing developers, you can connect hundreds of tools and automate repetitive actions. It’s perfect for teams that want to reduce manual work and improve workflow efficiency. From email to CRM to spreadsheets, it creates automated “zaps” that save hours of admin time. On the con side, it can get expensive if you need higher-tier features or have a massive volume of tasks. Also, complex workflows might still get a bit tricky or need some technical finesse.

Zapier is best for businesses of all sizes looking to connect different web apps and automate repetitive tasks without needing a team of developers. Zapier offers a free plan and paid options. Per May 2025, Zapier pricing plans start around A$31-A$109 a month.

CRM Integration

At Nexalab CRM integration, we specialise in connecting CRMs with email, marketing automation, and accounting systems. This creates a unified data source that improves productivity and customer experience. The pros? You get one source of truth for your data, better team productivity, and a much smoother customer experience. Without proper integration, teams waste time manually moving data between platforms. Duplicate entries, outdated information, and missed follow-ups become common.

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Nexalab CRM integration is ideal for any business that uses multiple systems alongside its CRM. As a custom sales workflow tool, Nexalab CRM integration pricing adjusts to your needs and goals. That’s why we are open to any kind of questions and discussion. All to make us know each other.

Project Coordination

While not strictly sales tools, project coordination platforms are valuable for managing complex deals and internal collaboration. Whether you’re coordinating proposal timelines or tracking enablement materials, these tools help keep your team aligned. Asana and Trello stand out for their flexibility and ease of use. Both platforms integrate with CRMs and automation tools, reinforcing their role in a broader sales tech stack.

Asana

Asana is known for its clean interface and strong task management features. It supports everything from simple to-do lists to complex project timelines with dependencies. Teams appreciate how easily they can assign tasks, set deadlines, and track progress in real time. For simple projects, Asana might feel overly feature-rich.

Asana is best for companies that need structure and clarity. The free Personal plan suits individuals. Meanwhile, by May 2025, the pricing plan begins at around A$16,91 to $38,47 per user per month.

Trello

Trello is a lightweight and visual project coordination tool. Using a visual Kanban board format, it lets users drag and drop cards to manage tasks. For cons, boards can get a bit cluttered if you have tons of cards, and its built-in reporting isn’t as detailed as some others. More advanced features often mean moving to a paid plan.

Trello is best for individuals and teams who want a straightforward way to visualise tasks without getting bogged down by settings. The free plan covers basic needs. Meanwhile, by May 2025, the Standard plan starts at around A$7,7 per user per month. The Premium plan is at A$15,40 per user per month. Then the Trello Enterprise plan is at A$26,94 per user per month. 

Your Next Step

Choosing the right sales productivity tool is not just about automating. It’s about tools that give you smart insights and help your team work better together. This is why at Nexalab, we’re not outsiders to this space. We build, test, and integrate the tools that make your workflow seamless. And if you’re ready to see how we work and start scaling, let’s talk. We invite you to our free discovery session with our specialist. In that meeting, you will see how our solutions can elevate our client’s team. And we can help you identify your bottleneck.

So, book your free session on Calendly here.