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The best sales software for B2B and B2C companies

Key criteria for choosing sales software, plus a comparison of Prolibu, HubSpot, Salesforce and Pipedrive for B2B and B2C teams.

Sales team talking around a meeting table

Have you ever wondered how some companies close deals twice as fast and with higher operating margins?

Adopting specialized sales software makes a dramatic difference in operational efficiency. Companies that implement platforms like Prolibu don't just organize their database—they drastically cut the time spent on manual tasks such as building quotes, boosting sales productivity and speeding up the closing cycle.

Key criteria for choosing the right sales software

When evaluating technology for your sales team, it's essential to measure the following:

  1. Automatic lead centralization (omnichannel advertising): every prospect generated by your marketing campaigns (Meta Ads, Google Ads, TikTok Ads, web forms or landing pages) should flow automatically into a single system. This eliminates data loss from manual downloads and ensures your sales team contacts them in record time via WhatsApp, email or phone.
  2. End-to-end management through a native CRM: beyond storing contacts, the system should include a full CRM with visual (Kanban-style) boards that organize the stages of your sales funnel, let you assign tasks, log every interaction and automatically prioritize the opportunities most likely to convert.
  3. Fast, easy quote creation: response speed makes the difference. A smart proposal engine lets you send flawless, standardized, error-free proposals in seconds.
  4. Real-time visibility and analytics: the ability to track customer behavior, knowing exactly when they open the proposal, which pages they view and how much time they spend on each section.
  5. Automation and a seamless closing flow: eliminate repetitive admin work by bringing variant selection, quantity adjustments, e-signature and payments into the same document.
  6. Easy adoption and integration: an intuitive interface that minimizes your team's learning curve and connects easily with your current ecosystem (ERPs, marketing tools and payment gateways).

Comparison table: leading sales software solutions

Software Main focus AI-powered smart proposals Proposal engagement tracking Best for
Prolibu B2B sales acceleration / smart proposals Advanced (built-in) Real time Teams looking to close faster and automate quotes
HubSpot Sales Hub Inbound CRM and email tracking Basic Basic Marketing automation and prospecting
Salesforce Sales Cloud Configurable enterprise CRM Requires add-on (Salesforce CPQ) Limited Large corporations with big budgets
Pipedrive Visual pipeline management Basic Not native Small teams with simple sales

Why Prolibu transforms your company's sales management

Unlike traditional CRMs that only store contact data, Prolibu tackles the most critical bottleneck in sales: creating, sending and closing sales proposals.

1. Smart quotes in seconds

Prolibu lets your sales team generate personalized, standardized, error-free quotes in seconds. Prices, discounts and business rules are preconfigured to prevent margin leakage.

2. Customer behavior analytics and tracking

Find out how interested your prospect is before you call. Prolibu notifies you in real time when the customer opens the proposal, which items they review and where they pause, so you can follow up strategically at the right moment.

3. Interactive buying experience and instant closing

Proposals created with Prolibu are interactive: customers can select product variants, adjust quantities, sign digitally and pay within the same document, removing friction from the process.

4. Pipeline automation and sales management

Centralize the stages of your sales funnel, assign automatic tasks to your team and integrate e-signatures to close deals without leaving the platform.

Expected results with Prolibu

  • Omnichannel: all the leads from your campaigns and forms land in one place, ready to be contacted.
  • Automated proposals created in seconds, with stunning quotes that sell. Includes images, video and 360° tours.
  • Shorter sales cycle: go from days to hours when sending sales proposals.
  • Higher close rate: by responding faster with more professional proposals, the likelihood of conversion increases exponentially.
  • Operational time savings: cut by up to 80% the time reps spend building quotes in Word or Excel.