30+ useful business tools for salespeople
Jan Korpas
6/10/2025
Sales
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1. Planning and Project Management
These tools help you assign tasks and track project progress. This way, you can automate project management processes and make team communication and work planning easier.
You can manage projects and plan tasks with tools such as:
- Freelo,
- Asana,
- Trello,
- Basecamp.
2. Time Tracking to Boost Productivity
To keep track of how many hours you and your colleagues spend on individual tasks, use time tracking tools. Some sales tools also help minimize distractions—they block various apps so you can better focus on your work and avoid getting sidetracked.
Among the sales tools that allow you to track working hours are:
- Toggl,
- Everhour,
- RescueTime,
- Monday,
- Freedom.
3. Lead Generation and Client Data Collection
Acquiring clients is often the most challenging part of the sales process. Sales tools make it easier by searching for and gathering data on new leads, organizing them into a database, so you don’t have to process the data manually. You can instead focus your time on finding more leads and closing new deals.
To find new customers, use tools such as:
- CRIBIS,
- Merk.cz,
- Leady.cz,
- Rejstříky.info,
- LinkedIn Sales Navigator,
- LeadGenius.
4. Communication with Clients and Within the Team
Everyone uses phone and email. However, online calls and meetings with colleagues can speed up project collaboration, while automated email sending makes communication with clients easier.
Use tools such as:
- SmartEmailing,
- Quanda,
- Mailchimp,
- Ecomail,
- Slack,
- Zoom,
- Microsoft Teams.
5. Closing Deals
After closing a deal, it’s time for signing and exchanging contracts. Simplify this part of the sales process too by using electronic signatures, so you no longer have to print, sign by hand, scan, and send documents.
Electronic signatures are supported by tools such as:
- Adobe Sign,
- DocuSign,
- signNow,
- Secured Signing,
- Raynet CRM.
6. Invoicing and Accounting
Once the contract is signed, all that’s left is to deliver the products and issue invoices. Sales tools can help with that too. In addition to invoicing and accounting, they provide an instant overview of current income and expenses, so you can see how your deals are performing.
Try tools such as:
- iDoklad,
- Money S3,
- ABRA Flexi,
- POHODA accounting system,
- UOL,
- Fakturoid,
- Premier.
7. Customer Relationship Management
To keep all your deal data, client information, and contacts in one place, use a CRM. You’ll have a clear overview of what stage a deal is in and what milestones you still need to reach to successfully close the client.
Try our Raynet CRM, which allows you to integrate other sales tools and manage everything in one place.
Jan has been doing sales and marketing since 2007 and has gained experience while working in ecommerce and running his own business. Now he is in charge of finding ways to bring in new Raynet users.
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