Best Sales Software for Microsoft Excel
View:
Compare the Top Sales Software that integrates with Microsoft Excel as of November 2025
Sort By:
This a list of Sales software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Sales Software for Microsoft Excel?
Sales software encompasses a range of tools designed to support and enhance the sales process. It includes systems for customer relationship management (CRM), sales analytics, lead generation, pipeline management, and automation of routine sales tasks. These tools cater to diverse business needs, from small teams to large enterprises, providing scalability and integration with other business software. The primary goal of sales software is to improve efficiency, drive sales growth, and enhance customer relationships. By leveraging data and automation, it empowers organizations to make informed decisions and streamline their sales strategies. Compare and read user reviews of the best Sales software for Microsoft Excel currently available using the table below. This list is updated regularly.
-
1
Visual Visitor
Visual Visitor
AI Sales Rep with Person-Level Website Identification Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. - 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. - Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly.Starting Price: $299.00/month -
2
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
3
Expedience Software
Expedience Software
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required. -
4
Everstage
Everstage
Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth. Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights. Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more. -
5
WinMan ERP
WinMan ERP Software
WinMan ERP is an all-encompassing solution designed to manage the operational, quality, commercial, and financial processes of manufacturers and distributors. It is particularly well-suited for companies embracing Lean strategies. Supported by our UK-based in-house development and support team, WinMan ensures a consistent and seamless experience throughout your journey. Its flexibility and scalability make it an ideal choice for a wide range of industries, offering On-Premises, Cloud, and mobile solutions to suit businesses of all sizes. With over 30 years of experience, WinMan focuses on continuous improvement and innovation to help organisations streamline processes, enhance productivity, and maximise ROI. Trusted by hundreds of active users worldwide, and with offices in the UK and US, our approach prioritises understanding your unique business needs to deliver a tailored ERP solution. -
6
InTouch Tool
InTouch Tool
Get a steady flow of highly targeted B2B leads warm them up on autopilot and close more deals. Get 10x more leads and skyrocket your ROI. Set your invitation message as well as follow up messages with personalization like first name, last name, company etc. and the sending delays in days. Click the "start campaign" button and InTouch Tool will start sending the invites as well as it will check for new connections and replies. It will automatically send the personalized follow up messages based on your schedule and it will stop once they've replied. During this stage the tool will detect any new connections and check if they've replied. It will send auto followups to those who connected but haven't replied. If replied, the tool will stop messaging them.Starting Price: Free -
7
1CRM
1CRM Systems Corp.
1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.Starting Price: $13.00/month/user -
8
OnPlan
OnPlan
OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.Starting Price: $12,500/year -
9
LeadsBridge
LeadsBridge
LeadsBridge is an iPaaS solution that enables companies to enhance their omnichannel strategy by orchestrating their business data. LeadsBridge fulfills your integration needs, focusing on bridging gaps between advertising platforms and sales funnels, and delivering tailor-made integrations made upon your business needs. The LeadsBridge platform is suited for companies that want to streamline their advertising activities by integrating the marketing technology stack with Facebook & Instagram Ads, Google Ads, and LinkedIn Ads. With more than +370 out-of-the-box integrations available at the moment, you can easily connect your chosen software with your advertising platform, seamlessly synchronizing data for your marketing workflows. LeadsBridge main features include: - Lead Sync - Audience Targeting - Online to Offline Tracking - Platform to Platform - eCommerce Synchronization - Tailor-Made integrationStarting Price: $29 -
10
Wrk
Wrk
Wrk is the easiest and most comprehensive automation platform. Get access to hundreds of drag-n-drop API connectors, AI-bots, RPA & OCR bots, and even human-based tasks, all in one automation platform. Connect Wrk Actions using an easy to use Wrkflow Designer that allows you to build a fully customized end-to-end automation solution that mirrors your process beginning to end. No API? No problem. Wrk has RPA & AI bots that can overcome API limitations or even human-based tasks for those steps that can only be done by people. Finally, only pay for what you consume with Wrk's consumption-based pricing model. Get started today completely for free, and get $35 of free credit every month!Starting Price: $0 -
11
SparkLearn
SparkLearn
Training today often falls short of what employees truly need to succeed. Traditional methods are outdated, relying heavily on lengthy lectures and static materials that fail to engage the mobile workforce. Workers struggle to absorb information or apply it in real-world scenarios, leading to frustration and inefficiency. Opportunities for practical learning are scarce, leaving employees unprepared and disengaged. This disconnection not only hinders performance but also stifles innovation within organizations. It’s time to rethink training and embrace a more dynamic, hands-on approach that speaks to the needs of today’s workforce. SparkLearn’s macro-adaptive learning experience platform approach gauges a user’s prior knowledge of a subject to tune the level of content for them. Content authors can control thresholds that allow their users to skip content they already know.Starting Price: $75 per month -
12
Mailchimp
Intuit Mailchimp
Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers.Starting Price: $9.99 per month -
13
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
14
Miro
Miro
Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.Starting Price: $8 per month -
15
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
16
Zoho Analytics
Zoho
Get powerful actionable insights on your business with Zoho Analytics (formerly Zoho Reports), a self-service business intelligence and analytics software. With Zoho Analytics, businesses can connect and import data from any source, analyze data through visual reports and dashboards, and share and collaborate on reports and dashboards securely. The platform also offers out-of-the-box integrations with leading business apps.Starting Price: $30 per month -
17
BatchGeo
BatchGeo
BatchGeo is a web-based tool that allows users to quickly and easily create maps from location data. With BatchGeo, users can take a list of addresses or coordinates and turn them into a customized map that can be shared with others. The service is often used for business purposes, such as creating a map of customer locations or sales territories, but it can also be used for personal purposes, such as mapping out a road trip or vacation itinerary. To use BatchGeo, users simply upload a spreadsheet of location data or copy and paste it into the tool. BatchGeo then geocodes the data, meaning it translates the addresses into latitude and longitude coordinates that can be plotted on a map. Users can customize the map by adding labels, markers, and other features, and can then share the map via a link or embed code. BatchGeo also offers features such as the ability to search for locations and calculate distances between points on the map.Starting Price: $99 per month -
18
Looker
Google
Looker, Google Cloud’s business intelligence platform, enables you to chat with your data. Organizations turn to Looker for self-service and governed BI, to build custom applications with trusted metrics, or to bring Looker modeling to their existing environment. The result is improved data engineering efficiency and true business transformation. Looker is reinventing business intelligence for the modern company. Looker works the way the web does: browser-based, its unique modeling language lets any employee leverage the work of your best data analysts. Operating 100% in-database, Looker capitalizes on the newest, fastest analytic databases—to get real results, in real time. -
19
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
20
Agolix by Assessment Generator
Agolix® by Assessment Generator
Agolix® by Assessment Generator offers software for creating customized online quizzes, assessments, and surveys. Choose from automated or custom scoring and provide respondent feedback via on-screen, email, and PDF. The software supports eight question formats: binary, drop-down, narrative, numeric, options, ranking, scale, and validation. With conditional logic, you can create dynamic assessments by showing or hiding questions based on set criteria. Add your logo and brand colors to personalize your assessments and feedback. Creating assessments is quick and easy with the help of a comprehensive user guide and excellent customer support, all provided free of charge. Engage potential clients by starting conversations with assessments, ideal for lead generation, client and employee onboarding, and coaching. By utilizing assessments, you establish credibility, build trust, identify high-quality clients, and generate revenue automatically.Starting Price: $34 per month -
21
Lucidchart
Lucid Software
Lucidchart is an advanced diagramming tool designed to help businesses and teams optimize their processes, systems, and workflows with intelligent, data-driven diagrams. The platform combines powerful AI features, such as AI-generated diagrams, data linking, and real-time collaboration, to make visualizing complex systems and architectures faster and more efficient. Lucidchart supports multiple use cases, including process maps, flowcharts, technical diagrams, organizational charts, and systems planning. Its seamless integrations with popular apps like Jira, Confluence, Slack, and Teams allow for enhanced collaboration, enabling teams to align on priorities and act on insights quickly. Lucidchart is the perfect tool for anyone looking to create professional diagrams in less time, while fostering better decision-making and innovation.Starting Price: $7.95/month/user -
22
Microsoft Power BI
Microsoft
Power BI is a business intelligence platform that enables users to analyze data using AI-driven tools and intuitive report creation. It consolidates data from various sources into OneLake, creating a centralized data source. This platform aids in embedding actionable insights into applications like Microsoft 365, aiding decision-making. Power BI integrates with Microsoft Fabric, enhancing data management. It offers scalability to handle large data volumes and integrates seamlessly with Microsoft services. Its AI capabilities efficiently identify patterns and generate insights. Power BI ensures data security and compliance. Its Copilot feature allows rapid report generation. Additionally, Power BI Pro offers self-service analytics, and its free version includes data modeling and visualization tools. It's known for unified data management, empowering users with accessibility and training resources. Power BI has demonstrated a significant ROI and economic benefit, as evidenced in a ForresStarting Price: $10 per user per month -
23
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
24
Cargoson
Cargoson
TMS software for Businesses - SAAS. The only tool you need in order to easily work with many carriers on a daily basis. No need to chase your shipments from different carrier portals or e-mails. All transport info, price sheets, price & transit times comparison, CO2 emissions calculation, tracking, freight documents, statistics and notifications in one cloud-based smart software (web and mobile app). Plug&play carrier integrations - You can have all your current carriers you like to work with and add more based on your future needs. It is built for manufacturers, retailers, wholesalers, 3rd party warehouse logistics providers who are using different logistics companies. No matter if it's a global mayor logistics service provider like DHL, DSV, Schenker, TNT, Fedex, UPS or local or even your own company truck/van. All carriers can be integrated into your company's Cargoson software account. Insanely easy to use!Starting Price: €199 per month -
25
Maptitude
Caliper
Maptitude Geographic Information System (GIS) software gives you the tools, maps, and demographic data you need to analyze and understand how geography affects you and your business. Every day you have to contend with spreadsheets and databases filled with vast amounts of customer, employee, sales, facility, and territory data. With Maptitude mapping software you can visualize data in new and different ways, unearth geographic patterns hidden in your data, and convey that information in a straightforward manner. Maptitude provides everything you need to realize the benefits of desktop mapping and spatial analysis with a single, easy-to-use package. Maptitude has the richest feature set and highest performance of any mapping software. Maptitude offers comprehensive desktop mapping software functionality and provides many new and enhanced features that make it easier for you to create and edit maps, add your data to maps, analyze geographic data, and connect to corporate data resources.Starting Price: $695.00/one-time/user -
26
Marketo
Marketo
Marketo Engage, part of Adobe Experience Cloud, is a complete solution for lead management and B2B marketers looking to transform customer experiences by engaging across every stage of complex buying journeys. Natively supporting both demand and account-based marketing strategies, Marketo Engage brings together marketing and sales to orchestrate personalized experiences, optimize content, and measure business impact across every channel, from acquisition to advocacy. Leverage rich behavioral data, built-in intelligence, and sophisticated journey flows to identify, engage, and accelerate your best opportunities in concert with sales. Use predictive content, A/B testing, and personalization to deliver consistent and relevant experiences each and every time. Reach prospects and buyers across every channel including email, display, mobile, social, search, and offline to deliver timely, engaging experiences. Understand, prove, and optimize your marketing impact.Starting Price: $895 per month -
27
Sales Analysis & Forecasting Tool
SAFIO Solutions
SAFIO Solutions is a cloud based, forecasting software solution for inventory optimization, delivering a comprehensive platform that provides vision, efficiency and analytics to make strategic decisions for improved operational performance. Utilizing a proprietary Sales Analysis & Forecasting Tool, SAFIO Solutions integrates a client’s vital data into a single, convenient and user-friendly interface, one that is intuitive to the information a planner needs to make impactful and efficient decisions, because it was developed by a planner. Get the reporting & analytics needed to focus on emerging trends, opportunities and liabilities where action can then be taken to achieve desired results. Gain the confidence to forecast simply, efficiently and accurately. Available to use on multiple devices wherever you are: at home, in the office or traveling. -
28
BizAutomation
BizAutomation
BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. Lastely, our demos are about selling you stuff, they're about genuinely helping you find a solution, whether that's us or not.Starting Price: $79.95/month/user -
29
IBM Planning Analytics, powered by IBM TM1®, is an integrated planning solution designed to promote collaboration across the organization and help keep pace with the speed of modern business. With a powerful calculation engine, this enterprise performance management solution helps you move beyond the limits of spreadsheets, automating the planning process to drive faster, more accurate results. Simplify oceans of data by unifying data sources into one single repository and empowering users to build sophisticated, multidimensional models that drive more reliable forecasts. Forego time-consuming, error-prone planning in favor of an automated, more reliable planning process designed for real business. Break down siloes, unify data, and synchronize planning across the organization to reveal the full picture and drive integrated plans. See the impact of your decisions before making them using what-if scenarios. Plus, adjust plans in real-time to adapt to change.
-
30
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.