Best Sales Activity Tracking Software for Agencies

Best Sales Activity Tracking Software for Agencies

Updated July 23, 20263,372 words9 tools compared

Sales agencies live and die by visibility into their team's activity. Without clear tracking of calls, emails, meetings, and deal progression, managers operate blind—missing pipeline risks, losing forecast accuracy, and struggling to coach reps effectively.

The right sales activity tracking software eliminates this blind spot. It captures what your team actually does, surfaces bottlenecks before they become problems, and provides the data foundation for smarter coaching and forecasting.

But not all activity trackers are built the same. Some focus on manual data entry. Others automate capture but lack intelligence. And many are overbuilt for agencies that need simplicity alongside sophistication.

This guide reviews 15 of the best sales activity tracking platforms for agencies—from lightweight tools that integrate with your existing CRM to full-stack revenue platforms. We've focused on solutions that actually work for agency operations: multi-team visibility, client-specific forecasting, and the ability to track activities across different client accounts without chaos.

Quick Comparison

ProductBest ForStarting PriceRatingKey Feature
DoolySales teams using Salesforce$30/user/moRead reviews on G2 →Live deal board synced with Salesforce
People.aiEnterprise agencies needing AI-powered insightsCustom pricingRead reviews on G2 →Autonomous activity capture across all channels
ScratchpadHigh-velocity sales teams$49/user/moRead reviews on G2 →CRM-embedded workspace for deal progression
AvisoAgencies with complex forecasting needsCustom pricingRead reviews on G2 →AI-powered revenue forecasting
GrowbloxTeams managing multiple client accountsCustom pricingRead reviews on G2 →Account-based intelligence platform
WeflowAgencies tracking cross-channel engagement$25/user/moRead reviews on G2 →Unified engagement timeline
Salesforce Revenue CloudEnterprises requiring full-stack visibilityCustom pricingRead reviews on G2 →Complete revenue operations platform
XactlySales organizations with complex compensationCustom pricingRead reviews on G2 →Territory and quota management
ToutTeams leveraging social selling$30/user/moRead reviews on G2 →Social selling activity integration
KantataProfessional services agenciesCustom pricingRead reviews on G2 →Project and resource tracking
Zendesk SellSmaller agencies with CRM basics$19/user/moRead reviews on G2 →Activity timeline and contact management
PavlovSales teams needing real-time notificationsCustom pricingRead reviews on G2 →Real-time activity alerts
BoostUpTeams focused on rep productivityCustom pricingRead reviews on G2 →Time-tracking and activity analysis
ReckonAgencies with specialized tracking needsCustom pricingRead reviews on G2 →Activity-specific data capture
Salesforce Einstein AnalyticsData-driven forecasting teamsCustom pricingRead reviews on G2 →AI-powered predictive analytics

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Detailed Reviews

In-depth analysis of each platform to help you make the right choice.

#1

Dooly

Top Pick

Best For: Salesforce-native teams that need better visibility without rebuilding workflows

Dooly bridges the gap between your sales team's real work and your CRM's required records. Built specifically for Salesforce users, it creates a live deal board that syncs bidirectionally with Salesforce—eliminating the constant friction of "update your deals." For agencies managing multiple client accounts with varying sales cycles, Dooly's ability to organize deals by client and provide instant visibility into pipeline movement makes it the top pick.

Pricing: Starts at $30/user/month, with discounts for annual billing and larger teams

Key Features

  • Live deal board synced with Salesforce
  • Activity timeline with meeting notes
  • Deal health scoring
  • Customizable deal stages per client
  • Slack integration for deal notifications

Pros

  • +Minimal friction adoption—works inside Salesforce, not competing with it
  • +Accurate forecast data because reps update deals as deals progress, not once monthly
  • +Excellent for agencies tracking multiple client pipelines simultaneously
  • +Strong Slack integration keeps momentum without constant context-switching
  • +Mobile-responsive interface for field teams

Cons

  • -Requires Salesforce—not an option for teams on other CRMs
  • -Activity capture is manual entry, not automated from emails/calls
  • -Can require initial deal structure cleanup to be fully effective

Verdict

Dooly is the pragmatic choice for Salesforce agencies. It doesn't try to replace your CRM or add unnecessary complexity. Instead, it makes Salesforce work the way your team actually sells, with real-time visibility into activity and deal progression that translates directly to accurate forecasts.

#2

People.ai

Best For: Large agencies with complex sales cycles needing autonomous activity capture

People.ai uses AI to automatically capture activity data across email, calendar, and calls—eliminating manual logging entirely. The platform surfaces insights about deal momentum, buyer engagement patterns, and risk indicators without requiring reps to input a single record. For agencies managing high-volume deal activity across multiple clients, the time saved and insight accuracy make this an enterprise option worth the investment.

Pricing: Custom pricing based on team size and annual usage; typically $50K+ annually for meaningful deployment

Key Features

  • Autonomous activity capture from email, calendar, and calls
  • Deal momentum scoring
  • Buyer engagement analytics
  • Risk and opportunity alerts
  • Pipeline intelligence dashboard

Pros

  • +Eliminates manual activity logging—data captured automatically from Outlook, Gmail, and calendar systems
  • +Extremely accurate activity data since it's captured at the moment interactions happen
  • +Provides leading indicators of deal health before traditional pipeline metrics show problems
  • +Works across any CRM—not locked to Salesforce or specific platform
  • +Exceptional for agencies where reps resist CRM data entry

Cons

  • -Significant investment—custom pricing typically means $50K+ annually
  • -Implementation complexity requires careful data mapping and integration work
  • -AI accuracy varies by team—requires ongoing tuning and validation
  • -Privacy/security considerations with automatic email and calendar monitoring

Verdict

People.ai delivers what most sales teams claim to want but rarely achieve: truly accurate activity data without manual entry. For agencies at scale with complex forecasting needs, the insight quality and time savings justify the premium price. However, smaller agencies may find the investment returns questionable.

#3

Scratchpad

Best For: High-velocity Salesforce teams managing complex, multi-stage deals

Scratchpad embeds a purpose-built workspace directly into Salesforce, eliminating the context-switching that kills productivity. Reps track deal progression, log activities, and capture notes in a single interface designed for how sales actually happens. For agencies where deal complexity varies dramatically between clients, Scratchpad's flexibility to customize deal stages and information capture per client makes it invaluable.

Pricing: Starts at $49/user/month with annual commitment

Key Features

  • CRM-embedded deal workspace
  • Customizable deal stages by client
  • Meeting agenda and summary capture
  • Activity timeline
  • Slack integration

Pros

  • +Eliminates context-switching by living inside Salesforce where reps already work
  • +Customizable stages per client accommodate different sales processes
  • +Excellent meeting preparation and capture workflows
  • +Strong adoption rates because it feels like a natural extension of Salesforce
  • +Significantly reduces manual deal record updates

Cons

  • -Requires Salesforce—no independent CRM option
  • -Activity is captured in Scratchpad interface, not automatically from email/calendar
  • -May require some sales process documentation before implementation

Verdict

Scratchpad solves a specific but critical problem: reps abandoning Salesforce updates because the interface doesn't match how they sell. For Salesforce agencies managing variable sales processes across different clients, Scratchpad's embedded approach and flexible customization make adoption and data quality significantly better than native Salesforce.

#4

Weflow

Best For: Agencies where multiple team members touch the same client accounts

Weflow creates a unified engagement timeline pulling activity from email, calendar, calls, and messaging platforms into one chronological view. Rather than forcing reps to search multiple systems to understand deal history, Weflow assembles the complete interaction timeline—critical for agencies managing client relationships with multiple team members touching the same account.

Pricing: Starts at $25/user/month, making it one of the most affordable options

Key Features

  • Unified engagement timeline across channels
  • Automatic activity capture
  • Client interaction history
  • Meeting notes and summaries
  • Email and calendar sync

Pros

  • +Affordably priced at $25/user/month—excellent value compared to competitors
  • +Solves the multi-rep engagement challenge by creating complete interaction history
  • +Automatic capture reduces manual logging burden
  • +Works across email, calendar, calls, and messaging platforms
  • +Excellent for client service handoff visibility

Cons

  • -Timeline view works better for account management than deal progression tracking
  • -Doesn't include CRM or deal stage management—requires existing CRM
  • -Less robust forecasting features compared to full-stack platforms

Verdict

Weflow excels at a specific use case many agencies struggle with: ensuring all team members see complete engagement history with clients. For service agencies or accounts managed by multiple sales people, the unified timeline prevents miscommunication and lost context at a reasonable price point.

#5

Aviso

Best For: Agencies needing accurate forecasts with predictive insights

Aviso layers AI-powered forecasting on top of CRM activity data, helping agencies move beyond gut-feel forecasts to prediction models based on actual deal patterns and activity velocity. The platform identifies at-risk deals before they slip, surfaces coaching opportunities, and enables predictive capacity planning—essential for agencies managing multiple concurrent client engagements.

Pricing: Custom pricing; typically $40K-$60K+ annually depending on team size and CRM

Key Features

  • AI-powered forecast accuracy
  • Deal risk and opportunity scoring
  • Activity velocity insights
  • Coaching recommendations
  • Pipeline intelligence

Pros

  • +Dramatically improves forecast accuracy through AI pattern recognition
  • +Identifies at-risk deals before traditional metrics show problems
  • +Provides specific coaching recommendations based on deal patterns
  • +Integrates with major CRMs without requiring data migration
  • +Excellent for agencies managing multiple concurrent client deals

Cons

  • -Significant investment—custom pricing typically $40K+ annually
  • -Implementation requires clean CRM data and clear deal stage definitions
  • -AI accuracy improves over time—initial months require validation and tuning

Verdict

Aviso transforms activity data into predictive intelligence. For agencies struggling with forecast accuracy or seeking to surface coaching opportunities proactively, the platform delivers measurable value. The investment is justified primarily for larger agencies (10+ reps) with significant forecast complexity.

#6

Growblox

Best For: Enterprise agencies with account-based selling models

Growblox operates as an account intelligence platform built specifically for complex B2B selling with multiple stakeholders and long sales cycles. The platform aggregates activity, buying signals, and organizational data to provide a complete account view—ideal for agencies managing enterprise client relationships where deal complexity spans multiple departments.

Pricing: Custom pricing; enterprise-focused with typical minimum commitments

Key Features

  • Account-based intelligence platform
  • Buying signal aggregation
  • Multi-stakeholder mapping
  • Activity and engagement tracking
  • Intent data integration

Pros

  • +Designed specifically for complex enterprise sales with multiple stakeholders
  • +Aggregates activity, signals, and organizational data into single account view
  • +Excellent for agencies running account-based marketing and sales motions
  • +Integrates intent data for prospecting prioritization
  • +Strong capabilities for identifying expansion opportunities within accounts

Cons

  • -Enterprise-focused pricing typically requires significant commitment
  • -Implementation complexity—requires integration with multiple data sources
  • -Best suited for agencies with mature, structured sales processes

Verdict

Growblox is purpose-built for agencies selling into enterprise accounts where deal complexity demands complete visibility. The investment and implementation effort are justified when managing high-value, multi-stakeholder deals. Not appropriate for transactional sales or smaller accounts.

#7

Zendesk Sell

Best For: Smaller agencies needing affordable CRM with basic activity tracking

Zendesk Sell provides a lightweight, affordable CRM with solid activity tracking features and a clean interface that emphasizes simplicity. For smaller agencies or those just implementing activity tracking for the first time, Zendesk Sell offers the essentials without overwhelming complexity or requiring significant onboarding investment.

Pricing: Starts at $19/user/month, making it highly accessible for budget-conscious teams

Key Features

  • Activity timeline
  • Contact and lead management
  • Email integration
  • Activity reminders and scheduling
  • Basic reporting

Pros

  • +Extremely affordable at $19/user/month—lowest cost option for full CRM functionality
  • +Simple, intuitive interface minimizes adoption friction
  • +Solid email integration eliminates manual activity logging
  • +Good reporting for small teams
  • +Owned by Zendesk—reliable platform stability

Cons

  • -Limited customization compared to enterprise platforms
  • -Forecasting and advanced analytics are basic
  • -Less sophisticated activity capture compared to AI-powered alternatives
  • -Limited integration ecosystem compared to Salesforce-based tools

Verdict

Zendesk Sell is the practical choice for agencies getting started with activity tracking on a budget. It provides foundational CRM and activity functionality without the complexity or investment of enterprise platforms. As your agency scales, you may outgrow it, but for early-stage implementation, the simplicity and affordability are significant advantages.

#8

Salesforce Revenue Cloud

Best For: Enterprise agencies requiring integrated sales and revenue operations

Salesforce Revenue Cloud consolidates sales, revenue operations, and forecasting into a unified platform. For agencies operating at scale with complex requirements spanning sales, operations, and finance teams, Revenue Cloud provides end-to-end visibility from activity through revenue recognition—though at significant cost and implementation complexity.

Pricing: Custom pricing typically starting at $150+/user/month for full platform deployment

Key Features

  • Unified sales and revenue operations platform
  • Activity tracking and CRM
  • Territory and quota management
  • Revenue forecasting
  • Advanced customization

Pros

  • +Complete end-to-end visibility from sales activity to revenue recognition
  • +Handles complex territory and quota management
  • +Strong customization for unique agency processes
  • +Integrates with Salesforce ecosystem for finance, HR, and operations
  • +Unmatched scalability for enterprise organizations

Cons

  • -Extremely expensive—significant per-user cost plus implementation
  • -Implementation complexity typically requires Salesforce consulting partners
  • -Steep learning curve compared to simpler alternatives
  • -Overkill for smaller agencies without complex revenue operations needs

Verdict

Revenue Cloud is appropriate only for large, complex agencies where the investment in complete platform integration justifies the cost. For most mid-market agencies, simpler solutions like Dooly or Scratchpad deliver 80% of the value at 20% of the cost.

#9

Tout

Best For: Agencies running social selling and social prospecting programs

Tout specializes in social selling activity capture and engagement tracking, making it the focused choice for agencies where LinkedIn, Twitter, and social channels drive significant pipeline. The platform automatically logs social interactions alongside traditional CRM activity, providing a complete picture of multi-channel engagement.

Pricing: Starts at $30/user/month with social channel features

Key Features

  • Social selling activity capture
  • LinkedIn and Twitter integration
  • Engagement tracking across channels
  • CRM activity syncing
  • Social content recommendations

Pros

  • +Only platform specifically designed for social selling activity capture
  • +Automatic logging of LinkedIn and Twitter engagement
  • +Integrates social activity seamlessly into traditional CRM records
  • +Strong for agencies with remote teams using social for prospecting
  • +Provides visibility into social engagement metrics

Cons

  • -Limited functionality for teams not relying heavily on social selling
  • -Activity capture focused on social channels—doesn't automate email or call logging
  • -Fewer advanced analytics compared to full-stack platforms

Verdict

Tout is specifically valuable for agencies where LinkedIn and social channels drive significant prospecting and engagement. If your team actively sells through social platforms, the automatic capture and engagement tracking justify the investment. For traditional sales organizations, the social-focus limits broader utility.

Frequently Asked Questions about best sales activity tracking software for agencies

A CRM stores deal information—contact details, opportunity stages, expected close dates. Activity tracking logs the interactions and behaviors that move deals forward—calls, emails, meetings, proposals sent. Many confusion arises because modern CRM platforms include activity features, but the best activity trackers go deeper, capturing data automatically from email and calendar systems that traditional CRM data entry cannot. For agencies, the distinction matters: you need both accurate deal records and visibility into the effort your team exerts. The best tools—like Dooly or Scratchpad—integrate tightly with CRM while adding superior activity capture and visibility without requiring separate system switching.

Yes. Native Salesforce activity tracking requires manual logging, which creates two persistent problems: activity records are inconsistent and incomplete, and reps stop updating them because the data entry friction is too high. That's why Salesforce agencies benefit significantly from overlay tools like Dooly or Scratchpad that make activity capture frictionless. Alternatively, AI-powered platforms like People.ai automatically capture activity from email and calendar without requiring rep action. For Salesforce teams, the question isn't whether to track activities—it's whether to rely on manual entry or implement automation that ensures accurate, complete data.

Pricing varies dramatically by solution. Budget options like Zendesk Sell cost approximately $190/month for a 10-person team ($19 × 10). Mid-market solutions like Dooly run roughly $300/month ($30 × 10). Enterprise platforms like Salesforce Revenue Cloud easily exceed $1,500/month once you factor in per-user licensing, implementation, and support. AI-powered platforms like People.ai typically cost $40K-$60K annually regardless of team size. For most 10-person agencies, expect to spend $300-$600/month for capable activity tracking plus CRM, unless you're implementing an enterprise platform. The key consideration: cheaper doesn't always mean better—cheaper solutions often require significant manual data entry, while mid-tier tools like Dooly balance cost and automation more effectively.

For agencies specifically, three features matter most. First: client-specific customization. Unlike single-product sales organizations, agencies manage multiple clients with different sales processes, deal stages, and reporting requirements. Tools that allow per-client stage customization (like Scratchpad) prevent forcing all deals into one template. Second: multi-rep visibility. Service agencies frequently have multiple team members touching the same client account, requiring unified engagement timelines (where Weflow excels). Third: accurate forecasting. Agencies forecast per client, not in aggregate, requiring platforms that track activity velocity and risk by account (where Aviso provides value). Volume activity trackers are insufficient—you need client-aware solutions.

For most agencies, a separate activity tracking overlay on your existing CRM delivers better results than choosing an all-in-one platform. Here's why: CRMs optimize for deal record management, while activity trackers optimize for capturing and displaying activity. The best tools integrate tightly (like Dooly with Salesforce or Scratchpad embedded in Salesforce) rather than replacing your CRM. This approach lets you keep existing deal data, integrations, and reporting while adding superior activity visibility. All-in-one replacements work only if you're willing to migrate all existing data and rebuild integrations—a painful process most agencies avoid. The integration-first approach is faster to implement and less risky because you're adding capability without disrupting existing systems.

Conclusion

The best sales activity tracking software for agencies depends on three factors: your existing CRM platform, team size, and the complexity of your sales processes.

For Salesforce teams, Dooly and Scratchpad are the practical top choices. Both integrate directly with Salesforce to eliminate context-switching and manual data entry friction that plagues native CRM activity tracking. Dooly's deal board approach suits teams managing multiple client pipelines simultaneously, while Scratchpad's embedded workspace works better for complex, multi-stage deals where visibility and progress tracking dominate.

For agencies seeking autonomous activity capture without manual logging, People.ai delivers unmatched data accuracy but requires significant investment. It's appropriate only for larger, well-resourced teams where the time savings and predictive insights justify $50K+ annual costs.

For budget-conscious smaller agencies, Zendesk Sell provides solid foundational CRM and activity tracking at the lowest total cost, while Weflow addresses the specific challenge of multi-rep client engagement at an affordable price point.

Implementation matters as much as product selection. Start with your existing CRM—most agencies will find an integration-first approach (adding a specialized activity tracker to Salesforce or another CRM) delivers better results than wholesale platform replacement. And define success clearly: are you optimizing for forecast accuracy, rep productivity, coaching visibility, or compliance? Different platforms excel at different objectives.

Regardless of which platform you choose, the agencies that win share one characteristic: they treat activity data as a strategic asset, not an administrative burden. That mindset shift—from seeing activity tracking as compliance to seeing it as the foundation for better decisions—matters more than any specific software feature.

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