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6 Best Sales Software in 2026

Updated Jan 20, 2026

See how our top 5 picks compare across the 6 sales software we evaluated.

Explore what each does best, where it falls short, and why it earned a spot on our 2026 list.

Alex Bass Headshot
Alex Bass
Andra Vomir Headshot
Andra Vomir

    Best Sales Software at a Glance

    6 apps and 4 deals
  1. 1
    Gong
    Gong

    Best for enterprises who need to analyze sales calls

    Best for enterprises who need to analyze sales calls
  2. 2
    Help Scout
    Help Scout

    Best help desk for customer centric teams

    Best help desk for customer centric teams
  3. 3
    Copper
    Copper

    Best CRM for Google Workspace

    Best CRM for Google Workspace
  4. 4
    Cal.com
    Cal.com

    Best overall scheduler

    Best overall scheduler
  5. 5
    folk
    folk

    Best for solopreneurs and small teams

    Best for solopreneurs and small teams
  6. 6
    Reply
    Reply

    For simple outbound email sequences

    For simple outbound email sequences

How We Evaluate Sales Software

We score each sales software across multiple criteria, and hands-on expert evaluation

  • No Category Criteria records assigned to this category yet.
  • Expert Evaluation
    Curated by
    Alex
    and
    Andra
    , our rankings reflect in-depth testing, industry insights, and hands-on experience.
1
Gong

Gong

Best for enterprises who need to analyze sales calls

Best for enterprises who need to analyze sales calls

Gong is for enterprise sales teams that want more clarity around their sales process. It analyzes sales calls, emails, and meetings to help you understand what’s actually working vs what's not.

If you run a large sales team and need visibility into what’s happening in deals beyond what's logged in your CRM, Gong is worth considering. But for smaller teams or simpler sales cycles, it’s not worth it.

Gong
Go to Gong site

What is Gong?

What is Gong?

Gong used to be a meeting recorder. It would record sales calls, transcribe them, and let managers review what happened. But then with the rise of AI they pivoted.

Now recording is just the input layer. Gong captures calls, emails, and meetings, then builds a data model around your deals and customer interactions. On top of that, it runs analysis, surfaces risks, and suggests what to do next.

So instead of being a tool that tells you "here’s your call," it’s trying to tell you "this deal is slipping, here’s why, and here’s how to fix it."

The simplest way to think about it now is: Gong is an AI layer on top of your sales process, and recording is just how it gets the data.

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2
Help Scout

Help Scout

Best help desk for customer centric teams

Best help desk for customer centric teams

Help Scout is the best help desk software if you are a small business or a start-up. We've been using it for over 5 years in our business as a shared inbox for our sales, customer support, admin, and billing. The reason we love Help Scout is because they are the most customer centric help desk. When your customers write in, they are not made to feel like just a support ticket number in a queue. If you are a company that prides itself on providing good customer service, then Help Scout is the right choice for your team.

Help Scout
Go to Help Scout site

What is Help Scout?

What is Help Scout?

We use Help Scout for sales, customer support, admin, receipts (e.g. we forward all of our receipts into an inbox), invoicing, and even recruitment. We've been using Help Scout for over 5 years and we love it!

Help Scout can be best described as a customer-centric tool. They have done an incredible job at building somewhat of a community around their software. For example, when I see a company is using Help Scout (on either the website chat or email response), I have an immediate reaction of feeling that they care deeply about customer support and will have equally caring support reps.

I'm also part of their "Support Driven" Slack community as well and am regularly seeing teams of all sizes (big and small) actually switching over to Help Scout from Zendesk, Intercom, and Front, amongst others.

Key Features

Key Features

Live Chat

They have a nice implementation of live chat in their product, as it's actually thoughtful (and further customer-focused). How you might ask? Expectations matching. For one, you have to mindfully to mark yourself as "available", and if you aren't actively in Help Scout for a long enough period of time, it will automatically mark you as "away" (wait that's a feature...? hold on, let me explain).

There's nothing worse than having a "live chat" on your website that gives the impression that you'll get an immediate response, but in reality, you just get a bot that asks for your email address because "the team is away". It's a bad expectation mismatch. Help Scout doesn't allow this to happen.

They have more of an "email first" approach, with a "we might be live though" as a secondary. So when the live chat shows on your website, you can be sure that there's actually a human on the other end. Great expectation matching, which as a small team, I appreciate a lot. Now take that, versus Intercom, which simply upon seeing the logo, you and everyone else expects to speak to someone immediately, and if you aren't on the other end, they get frustrated - you're set up to lose versus surprise and delight (which is what Help Scout constantly allows for). If you're a small or mid-size team, why not set yourself up for success and delight out of the box?

Workflow Automation

Workflow Automation

One of the areas that got me obsessed with Help Scout many years back was their robust workflows functionality. You can set up either automatic or manual workflows. Automatic is great when you can set up some type of consistent trigger, like when a due date is today and the conversation is active or pending, then mark it active, set the priority custom field to P1, and add the tag "due":

Pair this with the API and you can trigger some pretty powerful workflows both inside and outside of Help Scout.

Artificial Intelligence

Artificial Intelligence

Help Scout has gone a human-centric approach to AI (unsurprisingly, as it's true to brand). What they've done is things like, automatic summarization of chat threads. So if you're jumping in and out of threads and collaborating with team members on a daily basis, it'll help you get back up to speed, without having to read the entire conversation thread:

We for one appreciate how Help Scout has handled their approach to AI, as when comparing Help Scout to Intercom for example, Intercom tries to rope in AI at every corner, in chat, and trying to automate conversation threads. While this is cool in theory, it does feel a bit like we're back in the "you must first talk to a bot before talking to a human" time period, which still is a bit frustrating. I'm sure Help Scout will do more in this area as AI continues to evolve in time.

Help Scout also has some pretty cool AI assist features coming to the actual compose window, pulling the likes of ChatGPT directly where you're actually responding to messages:

Mobile App

Mobile App

The thing is, the app is a bit buggy from time to time. You can accomplish most of what you'd like to do on-the-go, the thing is, it's missing some core features like the "workflows" functionality. This means, if you rely heavily on workflows when using Help Scout, you're going to be a bit frustrated when on mobile. I'll admit, I've definitely visited the desktop app on my phone every now-and-again to run a quick workflow 😅

On the plus side, the have an iOS and Android app, and both have similar feature-parity. It really just needs that final 20% added to the mobile app to make it great.

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3
Copper

Copper

Best CRM for Google Workspace

Best CRM for Google Workspace

If you're using Google Workspace, there's no better CRM on the market than Copper. They've invested immense resources into building the deepest integrations with your Email, Calendar, Files (Drive).

While other CRM's that we love like Folk do integrate with Google Workspace, the degree in which emails are ingested into Copper is at a whole different level. You can technically fully manage your Gmail inbox from right within Copper.

Copper also has a Chrome Extension that lives in Gmail & Calendar, so you can fully live in Gmail and access Copper without even leaving Gmail if you prefer. It's incredibly powerful.

Copper
Go to Copper site

What is Copper?

What is Copper?

If your team is using Google Workspace and you haven't yet considered Copper, take a minute right now to do just that.

Copper spends an absurd amount per-month in server costs alone, just to give you the deepest Google Workspace integration of any CRM out there.

As compared to all of the CRMs on the market, Copper has one of the most user-friendly experiences (which helps with team adoption), as well as a fully baked Chrome extension that allows you to use Copper (view tasks, past activity, and easily add new contacts to the CRM), without ever needing to even leave Gmail or Google Calendar.

Embedded Image

Copper Chrome Extension on the side of Gmail

Key Features

Key Features

It allows for powerful functionality like form integration and email automation functionality. For more details on this, check out the full Copper Review.

API

API

We've excessively used the API of all the major CRMs on the market and I'm here to tell you that Copper's API is fantastic. Their API is one of the most powerful and user-friendly to build on, especially as compared to that of HubSpot for which has some incredibly odd API design decisions.

While this might not sound like a big deal, if you ever plan on integrating your CRM (or hiring a company like ours to do it), I'm here to tell you that building the same integration in HubSpot takes 2–3x as long and is more of a pain to maintain. All factors that affect the integration cost at the end of the day, so API design matters and affects you even if you don't think it does.

If you're more technical, they also have a fantastic native Zapier and Make connector which allows you to build custom integrations with other popular tools like PandaDoc and Dialpad.

Final Verdict

Final Verdict

If you're using Google Workspace at your company and you want a modern CRM for your team, look no further than Copper. Not using Google Workspace? We recommend checking out Pipedrive or HubSpot instead. Just an individual and stumble upon Copper because you were considering either Airtable or Notion as your CRM? Copper would definitely work, but also consider folk.

4
Cal.com

Cal.com

Best overall scheduler

Best overall scheduler

Cal is the most flexible and modern scheduling software on the market when it comes to complex scheduling needs (e.g. taking payments upon booking, round robin scheduling, automated follow-ups). Think of it as a way more modern version of Calendly.

That said, if you're just looking for a meeting scheduler, and only have a couple of meetings per week, check your existing subscriptions as most tools have a scheduler bundled in by now.

Cal.com
Go to Cal.com site

What is Cal?

What is Cal?

Cal has changed the meaning and expectations when it comes to the standalone scheduler app category as it's the most flexible, and modern scheduling software on the market.

While Calendly was the leader in the meeting scheduling space for the past decade, over the past few years Cal has given them a run for their money, and in our opinion, has overtaken them.

Cal is by far the best overall meeting scheduler for individuals, SMBs, startups, sales & customer support teams, and even enterprises because they are incredibly flexible. Schedule meetings & appointments (checking multiple team members calendars), set up recurring appointments, take payments with scheduling, and create custom workflows.

Where meeting schedulers have become more of a feature of a product, like that of Motion, amongst others in the best calendar apps space, Cal has doubled down on that fact by not only making their tool open source core, but by also giving a robust API, allowing you to use their scheduling infrastructure for your own product. This makes it ideal for our more technical friends, enterprises, educational institutions, or even doctors offices.

That said, if you only need a basic meeting scheduler for 1:1 meetings, Cal is likely more than you need. Many of the best daily planner apps, project management tools, and even the best email clients now have a scheduler built in, so it's worth trying what you already pay for before adding another tool.

Key Features

Key Features

Round Robin

Round Robin

Unlike other schedulers, Cal has something called weighted round robin scheduling, which lets you distribute meetings based on actual team availability instead of splitting them evenly.

For example, if one sales rep works fewer days than others, you can assign them a lower weight so they receive fewer bookings. You can also create more complex setups, like ensuring one sales rep is always on a call (customer support) while rotating different engineers into each meeting.

Routing Forms

Routing Forms

Cal is also awesome if you need routing forms. E.g. if your business offers multiple services like bathroom, kitchen, or outdoor remodeling. Based on what a customer selects via a form, they can be routed to the right specialist automatically.

Open Source

Open Source

Cal is also open source, which means everything is transparent, and if you want, you can even run it on your own servers. That gives you full control over your data, instead of being locked into a tool you can’t change. This is more relevant to enterprises or companies concerned with security though.

Pricing

Pricing
  • Free: Best for individuals who need simple scheduling with no usage limits.
  • Teams: $12/mo per user (billed yearly). Best for small teams and startups that need collaborative scheduling features.
  • Organizations: $28/mo per user (billed yearly). Best for larger teams that need more control, security, and advanced routing.
  • Enterprise: Custom pricing. Includes dedicated support, SLAs, advanced integrations, and enterprise-grade infrastructure.
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5
folk

folk

Best for solopreneurs and small teams

Best for solopreneurs and small teams

folk is one of the best CRMs on the market you are an individual or small team who is heavily focused on relationships and contact management. If you have never used a CRM before or you've used Notion, Airtable, or Google Sheets in the past, folk is a perfect introduction into using a specialized CRM too.

It will feel familiar to how you might use a spreadsheet to manage your contacts and information. For example, you can edit data in-line and even bulk update fields like you would in a spreadsheet.

folk
Go to folk site

What is folk?

What is folk?

folk is great if you're an individual trying to use something like Google Sheets, Airtable, or Notion as your CRM.

They built it in a way to feel familiar to how you might use a spreadsheet to manage your contacts and important information:

Embedded Image

An example of when I've recommended folk to a friend is when they brought up to me all the business concerns they had, which a CRM would traditionally solve, but they are currently a solopreneur or incredibly price sensitive.

Hearing things like "I'm wondering if I could just use Notion to manage all of this" is a great indicator that something like folk is right for you.

If you are planning on scaling or working with a larger team (or expect to integrate with a myriad of other tools), you'll want to use a more business-friendly CRM like Copper.

Key Features

Key Features

Magic Fields

folk has built a new custom field type called "Magic Fields" which allows for an AI prompt to do a bit of legwork, whether it be generating a personalized email across groups of contacts, or even more complex data sanitizing functionality. Of all the CRM's we've seen on the market, folk has taken an incredibly unique approach to how their choosing to implement AI to improve their tool:

Embedded Image

folk's Magic Field AI Functionality

API

API

folk recently released a developer REST API (alongside their longstanding Zapier connector), although it's fairly basic compared to other, more mature CRMs we've covered. That said, for most small businesses we recommend folk to, the existing integration capabilities should be sufficient, especially since you'll likely rely heavily on their Zapier connector anyway.

Just be mindful that the Zapier connector currently has some limitations, with certain field types not yet supported. While the direct developer API offers broader support, utilizing it requires more technical skill (even when leveraging Zapier webhooks).

As a former CRM implementation and integration company, though, we definitely want to point out that more technical users might find folk's API capabilities still quite early-stage for now.

Final Verdict

Final Verdict

If you're an individual using Google Workspace or Microsoft 365 and you're looking to make the upgrade to the CRM world from that of a basic Spreadsheet, folk will be your best option. It's like a more opinionated version of Airtable and Notion, that is actually built with proper CRM features like Email and Calendar activity tracking.

6
Reply

Reply

For simple outbound email sequences

For simple outbound email sequences

Reply tries to be a one stop sales tool but constantly breaks down if you actually rely on your CRM, since its integrations are shallow, syncing is unreliable, and getting data out is a pain, so you end up building messy workarounds just to keep things running.

Unless you want to live entirely inside Reply and don't care about your CRM or surprise costs, skip it, anyone who values real CRM integration or transparent pricing will just get frustrated.

Reply
Go to Reply site

What is Reply?

What is Reply?

Gosh, where do we begin here... Our thoughts on Reply are strong here.

No, really—like we used Reply for years. I'm talking 7+ years. So much in-fact that we got quite close to one of the co-founders that broke off to create a competing service. Yeah, it's a competitive space.

We even met with Reply at Copper HQ back in 2020 to try and convince them (Reply) to build a deep white-labeled integration with Copper directly, because we used them with every single customer of ours:

Embedded Image

Founder of Reply (Oleg) on the left, along with me and his team (I'm 2nd from the right)

Spoiler alert: this didn't come to fruition—Outfunnel is who Copper chose as their white-labeled partner in the end.

Key Features

Key Features

Reply, like many others, are touting AI all the things—take this with a grain of salt though. Just like everything else, they are trying to use OpenAI to improve email writing.

We will give credit where credit is due though, back in the day, before this AI trend even happened, they did have a pretty nifty email sentiment analysis when writing emails which helped keep you concise and portraying the right tone. It was beyond its time.

They, like Close, integrate VoIP in quite core to their tool—same issues arise as with Close, you're essentially choosing Reply as your VoIP, and none of this SMS or Call information is going to sync over to your CRM (you know, where you'd love to have it).

There's some additional cool features that they do have like email warm-up and email validation baked into the tool (via partners)—this is appreciated, but you'll continually pay for credits to use these things.

API

API

They focused most of their API on adding leads to the system. They essentially want it to be relatively easy to get data into Reply from other tools, but getting insights out of Reply to your other tools, this becomes way more limited.

For the core things though, their API does work well, and they even have a pretty robust Zapier integration connector.

Pricing

Pricing

Don't let their pricing page fool you—they are incredibly expensive for this tool. Their free tier isn't even the tool, it's just a glimpse into how you can prospect to get leads in the system, so that you can pay them to actually send the outreach.

They charge per-seat (which isn't usually how marketing automation companies charge—again, they are trying to act more like a CRM in some ways, pricing included. This is where we highly recommend just purchasing a single seat and sharing it by adding email aliases if needed (oh, and they charge for that too).

Yeah, they charge for everything additional. Don't expect to get in at what's listed on the pricing page, they will upsell you in every single aspect of their product. To be fair, some of it makes sense since they are external integrations with 3rd party tools offering value, but in other ways, they are just being a bit 😅 (charging for adding email aliases, really?)

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Worth trying
Apps worth trying
These sales-adjacent apps prioritize another category at their core, but their sales features are strong enough that you should still consider them.
  1. DocuSign
    DocuSign
    Proposal & eSignature

    For enterprises

    For enterprises
  2. Pipedrive
    Pipedrive
    CRM

    Best for Microsoft 365 teams

    Best for Microsoft 365 teams
  3. Ironclad
    Ironclad
    Proposal & eSignature

    Most secure eSignature platform

    Most secure eSignature platform
  4. PandaDoc
    PandaDoc
    Proposal & eSignature

    Best eSignature platform for small-to-mid sized businesses

    Best eSignature platform for small-to-mid sized businesses
  5. Attio
    Attio
    CRM

    For teams who want a CRM that feels like Airtable

    For teams who want a CRM that feels like Airtable
  6. Monday
    Monday
    Project Management

    Highly customizable, for complex projects and large teams

    Highly customizable, for complex projects and large teams
  7. Streak
    Streak
    CRM

    For individuals looking for Google Sheets but CRM

    For individuals looking for Google Sheets but CRM
  8. Salesforce
    Salesforce
    CRM

    For enterprise teams only (1,000+ employees)

    For enterprise teams only (1,000+ employees)
  9. GoHighLevel
    GoHighLevel
    CRM

    Not recommended (more of a warning)

    Not recommended (more of a warning)
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