Best Sales Activity Tracking Software for Series A Companies

Best Sales Activity Tracking Software for Series A Companies

Updated July 20, 20263,927 words7 tools compared

Series A companies operate in a critical inflection point. You've proven product-market fit, hired your first sales team, and now you need visibility into what's actually happening in your pipeline. Sales activity tracking software bridges this gap—showing you not just what deals are closing, but how your reps are spending their time and whether they're executing your sales playbook.

But choosing the right tool is tricky. You need something that captures meaningful data without becoming a data entry burden for your team. You need pricing that scales with your growth, not something built for enterprise budgets. And you need a platform that integrates with your existing stack—your CRM, email, calendar, and communication tools.

In this guide, we've evaluated the best sales activity tracking solutions specifically for Series A companies. We've focused on tools that balance automation with accuracy, provide actionable insights for founders and VPs of Sales, and won't break your budget. Whether you're looking for AI-powered activity capture, deal intelligence, or simple rep productivity monitoring, you'll find a detailed breakdown of each option's strengths, limitations, and ideal use cases.

Quick Comparison

ProductBest ForStarting PriceRatingKey Feature
DoolySales teams wanting in-deal collaborationContact for pricingRead reviews on G2 →Real-time deal rooms and activity capture
People.aiData-driven founders needing AI activity trackingCustom pricingRead reviews on G2 →AI-powered activity intelligence and coaching
ScratchpadReps who hate CRM data entryStarting ~$50/user/moRead reviews on G2 →Lightweight CRM alternative with activity focus
AvisoSales leaders wanting predictive forecastingCustom pricingRead reviews on G2 →Revenue intelligence with activity-based predictions
GrowbloxScaling sales operations teamsCustom pricingRead reviews on G2 →Sales operations and activity workflow automation
XactlyCommission and incentive compensation trackingCustom pricingRead reviews on G2 →Activity-linked commission management
ToutSocial selling and activity monitoringCustom pricingRead reviews on G2 →Social media activity tracking and engagement
WeflowDeal collaboration and activity visibilityContact for pricingRead reviews on G2 →Collaborative deal management with activity logs
BoostUpSales team performance optimizationCustom pricingRead reviews on G2 →Activity-based coaching and skill development
Salesforce Revenue CloudEnterprises wanting complete revenue stack$165+/user/moRead reviews on G2 →Integrated forecasting, pipeline, and activity management
Zendesk SellTeams preferring simplicity over complexity$50+/user/moRead reviews on G2 →Activity timeline and sales workflow automation
PavlovReps needing real-time sales coachingCustom pricingRead reviews on G2 →Real-time call guidance and activity recommendations
KantataProject-based sales and professional servicesContact for pricingRead reviews on G2 →Project activity tracking and resource management
ReckonAccounting-focused activity trackingCustom pricingRead reviews on G2 →Financial and accounting activity monitoring
Salesforce Einstein AnalyticsData-heavy organizationsCustom pricingRead reviews on G2 →AI-driven sales activity analytics and insights

Scroll horizontally to see all columns

Detailed Reviews

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

#1

Dooly

Top Pick

Best For: Sales teams prioritizing deal collaboration and activity visibility without traditional CRM friction

Dooly has emerged as a favorite among fast-growing Series A sales teams because it solves a specific problem: getting deal visibility without forcing your team into a clunky CRM. Rather than treating activity tracking as a compliance burden, Dooly makes it a natural byproduct of how your team actually works—through collaborative deal rooms, shared call notes, and integrated activity streams. For founders who've heard "our sales team won't use the CRM," Dooly is the pragmatic answer that captures activity data while your reps focus on closing deals.

Pricing: Dooly uses a per-user model; typical Series A deployment runs $40-70/user/month depending on feature tier and contract length. Volume discounts apply at 10+ users. No setup fees, but onboarding support is available.

Key Features

  • Collaborative deal rooms that auto-capture emails and calendar events
  • Activity timeline showing all interactions tied to specific deals
  • One-click call recording and transcription integration
  • Slack integration for real-time activity notifications
  • Native Salesforce sync to keep your CRM updated without manual entry

Pros

  • +Eliminates the "CRM data entry" rebellion by making logging automatic
  • +Deal rooms create single source of truth for each opportunity
  • +Lightweight implementation—most teams productive in 1-2 weeks
  • +Strong Slack integration means your team stays in their workflow
  • +Activity capture happens as a side effect, not a chore

Cons

  • -Requires integration with your existing CRM to be fully useful
  • -Per-user pricing can get expensive quickly if you have large support or operations teams
  • -Limited built-in forecasting compared to dedicated revenue intelligence tools

Verdict

Dooly is ideal for Series A companies that have a functioning Salesforce instance but struggle with rep adoption and activity logging. If you're choosing between a traditional CRM and Dooly, Dooly wins on usability but loses on robustness. Pair Dooly with Salesforce for a powerful combination: Dooly handles activity capture and collaboration, Salesforce owns the data warehouse.

#2

People.ai

Best For: Data-driven founders and VPs of Sales who need transparent activity tracking without rep compliance hassles

People.ai represents the AI-forward approach to activity tracking. Instead of asking reps to log activities, People.ai's machine learning automatically ingests emails, calls, meetings, and communications to create a complete activity picture. For Series A founders who want to understand whether their sales team is actually executing the playbook—are they having discovery calls, sending follow-ups, holding executive sponsors—People.ai delivers that visibility with minimal rep burden. It's particularly valuable if you've hired a sales team with varying discipline levels.

Pricing: People.ai pricing is custom and depends on your team size and data requirements. Typical Series A contracts range $500-3,000/month for small teams. They charge per user, with tiered pricing at different scales. Expect 3-6 month minimum commitment.

Key Features

  • AI-powered automatic activity capture from email, calendar, and call logs
  • Behavioral coaching recommendations based on activity patterns
  • Deal intelligence showing what activities correlate with close rates
  • Custom activity definitions aligned with your sales playbook
  • Rep performance scoring tied to activity metrics and outcomes

Pros

  • +Captures activity automatically—reps don't have to log anything
  • +Provides behavioral coaching insights showing which activities predict wins
  • +Integration with Salesforce, Gmail, Outlook, Slack, and Teams
  • +Particularly strong for remote teams where you can't see activity directly
  • +Custom metrics let you define what 'good activity' means for your business

Cons

  • -Higher price point than lightweight tools like Dooly
  • -AI models require 60-90 days of warm-up to become accurate
  • -Requires careful setup to avoid capturing irrelevant activities
  • -Privacy and transparency considerations—some reps object to automated activity monitoring

Verdict

People.ai is worth the investment if you have a larger sales team (8+ reps) and need data-driven insights into execution. The AI automation pays for itself by eliminating the "rep won't log activities" problem. Not recommended for very small teams where direct conversation is faster than software, but essential for Series A companies planning to scale from 5 to 15+ reps.

#3

Scratchpad

Best For: Sales teams that want activity tracking without the complexity of traditional CRM navigation

Scratchpad occupies a unique position: it's not quite a CRM replacement, but it's a powerful activity-first tool that many Series A teams prefer to traditional CRM interfaces. Reps use Scratchpad as their command center, logging calls, notes, and next steps, with automatic syncing back to Salesforce. It's particularly popular with sales teams that find Salesforce's interface outdated or cumbersome. For founders building a sales culture around activity discipline without bureaucracy, Scratchpad provides a lightweight, rep-friendly alternative.

Pricing: Scratchpad pricing starts around $50-70/user/month for the base product. Annual contracts receive 15-20% discounts. No per-deal fees. Typical Series A team of 5-8 reps would cost $3,000-5,500/month.

Key Features

  • Lightweight activity capture focused on calls, notes, and next steps
  • Automatic two-way sync with Salesforce—Scratchpad as the front-end UI
  • Activity timeline showing all interactions in reverse chronological order
  • Quick note capture without forcing reps into Salesforce
  • Mobile-first design for reps working remote or in field
  • Built-in dialer and call recording capabilities

Pros

  • +Much faster UX than Salesforce—reps prefer using it for daily work
  • +Two-way Salesforce sync means your data stays clean without manual entry
  • +Affordable per-user pricing compared to enterprise CRM platforms
  • +Strong mobile experience for remote and field sales teams
  • +Focuses entirely on activity discipline—no feature bloat

Cons

  • -Dependent on Salesforce—you still need a CRM license
  • -Limited forecasting and reporting compared to Salesforce native tools
  • -Smaller vendor means less integration ecosystem than Salesforce
  • -Call recording is decent but not best-in-class compared to specialized tools

Verdict

Scratchpad is ideal for Series A teams already committed to Salesforce who want a better front-end UX without abandoning their CRM. Think of it as the mobile app Salesforce should have built. Best ROI when you have 5-15 reps who actively resist using Salesforce's native interface. If you're not yet on Salesforce, consider Dooly first as a broader alternative.

#4

Aviso

Best For: Sales leaders needing predictive forecasting tied to activity and pipeline data

Aviso combines activity tracking with predictive revenue intelligence. The platform monitors your team's activities and pipeline progression, then uses machine learning to predict close dates, flag at-risk deals, and surface coaching opportunities. For Series A VPs of Sales who need both visibility into what activities are happening and insights into whether those activities will result in revenue, Aviso closes the gap between activity monitoring and business outcomes. It's particularly valuable if your board is pushing for accurate forecasting.

Pricing: Aviso pricing is custom and enterprise-focused, typically starting at $5,000-10,000/month for Series A companies. They charge based on team size, data volume, and feature tier. Minimum 1-year commitment typical. Not a good fit for bootstrapped teams or those on tight budgets.

Key Features

  • Predictive close date modeling based on activity patterns
  • Deal risk scoring—identifies which deals are actually at risk
  • Activity-based coaching—suggests next steps to unblock deals
  • Automatic pipeline health reporting for board meetings
  • Integration with Salesforce, Microsoft Teams, and Slack
  • Manager dashboards showing individual rep activity vs. outcomes

Pros

  • +Predictive accuracy improves significantly after 6 months of data
  • +Excellent for board communication—generates clean forecasting reports
  • +Coaching insights tied to real activity data, not generic advice
  • +Particularly strong for discovery and detection of pipeline problems
  • +Helps calibrate which activities actually drive revenue in your market

Cons

  • -Pricing is significantly higher than activity-only tools
  • -Requires clean Salesforce data to work accurately
  • -Overly complex for small teams that don't need prediction
  • -Implementation typically takes 3-6 months to reach full value
  • -Better suited for teams with 15+ reps where patterns emerge clearly

Verdict

Aviso is the right choice if you're a Series A company with 12+ reps and accurate forecasting is becoming a major pain point. Skip it if you're under 8 reps or if your board isn't pushing for predictive accuracy. The ROI improves significantly once you have enough historical data—expect to break even after 8-12 months of use.

#5

Zendesk Sell

Best For: Series A teams wanting a complete CRM with strong activity tracking and simple implementation

Zendesk Sell is a lightweight CRM with strong activity-tracking capabilities, designed specifically for small to mid-market sales teams. Unlike heavy platforms like Salesforce, Zendesk Sell prioritizes simplicity and activity logging. It automatically captures email and calendar activities, provides an intuitive activity timeline, and offers built-in sales workflow automation. For Series A companies deciding between a full Salesforce implementation and a simpler alternative, Zendesk Sell represents a pragmatic middle ground that tracks activity well without overwhelming your team.

Pricing: Zendesk Sell pricing is transparent and starts at $50/user/month for Starter tier, $120/user/month for Professional, and $180+/user/month for Enterprise features. A typical 5-person Series A team would cost $250-600/month. Annual plans offer 20% discounts.

Key Features

  • Automatic email and calendar integration capturing activities without manual logging
  • Activity timeline for each contact showing all interactions chronologically
  • Built-in sales workflow automation with conditional actions
  • Mobile app with offline capability for field sales
  • Contact segmentation and basic reporting
  • Unlimited email storage and activity history

Pros

  • +Significantly simpler onboarding than Salesforce—productive in days, not weeks
  • +Transparent, predictable pricing—no custom enterprise quotes required
  • +Activity capture is automatic and accurate without rep burden
  • +Strong mobile experience for remote teams
  • +Adequate reporting for Series A stage companies
  • +No per-contact or per-deal fees—just per-user pricing

Cons

  • -Less customizable than Salesforce for complex sales processes
  • -Forecasting capabilities are basic—not suitable if this is a critical need
  • -Smaller ecosystem of integrations and add-ons
  • -Limited activity-based analytics compared to specialized intelligence tools
  • -Reporting and pipeline visibility less sophisticated than enterprise platforms

Verdict

Zendesk Sell is the best choice if you want a genuine CRM alternative to Salesforce that's faster to implement and easier for reps to use. It's not powerful enough to grow into Salesforce, but it's excellent for Series A companies planning to stay under 15 reps for the next 18 months. If you anticipate rapid scaling or complex sales processes, plan for a Salesforce migration within 24-36 months.

#6

Growblox

Best For: Sales operations teams building repeatable processes and activity-driven workflows

Growblox is purpose-built for sales operations teams managing activity workflows, process automation, and team coordination. Rather than focusing on rep-level activity capture, Growblox helps ops teams design, monitor, and optimize how activities flow through your sales process. It's particularly valuable for Series A companies that have grown beyond ad-hoc selling and need structured processes for pipeline progression, activity requirements, and team coordination. If you've hired a VP of Sales who comes from structured organizations, Growblox is likely their ideal tool.

Pricing: Growblox pricing is custom, starting at $3,000-5,000/month for Series A teams. They charge based on feature set, team size, and implementation complexity. Minimum 12-month commitment typical. Not suitable for companies without a dedicated ops person.

Key Features

  • Workflow automation tied to activity triggers and milestones
  • Process templates for common sales activities (discovery call, follow-up, proposal review)
  • Activity requirement enforcement—ensures reps complete required activities before advancing deals
  • Team coordination and handoff management
  • Custom activity definitions aligned with your sales methodology
  • Integration with Salesforce and Slack for notifications and updates

Pros

  • +Enables sales operations to scale process discipline without manual management
  • +Excellent for enforcing activity requirements and sales playbook adherence
  • +Workflow automation reduces manual coordination overhead
  • +Custom activity definitions let you define what matters for your business
  • +Particularly strong for teams using structured methodologies like MEDDIC or Sandler

Cons

  • -Requires dedicated sales ops person to configure and maintain
  • -Steeper learning curve than rep-focused tools
  • -Pricing may be excessive for very small teams
  • -Implementation typically takes 6-12 weeks
  • -Overkill for companies still in sales process discovery phase

Verdict

Growblox is recommended when you've reached the point where scaling sales discipline through training alone isn't working. If you've hired someone specifically for sales ops, Growblox is likely the primary tool that person will use. Hold off on this until you have 8+ reps and clear documented processes.

#7

Salesforce Revenue Cloud

Best For: Series A companies planning significant growth (50+ reps within 24 months) or those with complex sales processes

Salesforce Revenue Cloud represents the comprehensive approach to managing sales activity, forecasting, and revenue operations. It's not just activity tracking—it's a complete revenue platform that combines Sales Cloud, CPQ, order management, and analytics. For Series A companies that have outgrown lightweight tools and need a platform built to grow with them through Series B, C, and beyond, Revenue Cloud is the serious choice. However, it comes with serious costs: both financial and organizational complexity.

Pricing: Salesforce Revenue Cloud requires custom enterprise licensing. Expect $165-250+/user/month for core Sales Cloud plus additional modules. A 10-person team might cost $20,000-35,000/month fully configured. Implementation costs add $50,000-200,000+ depending on customization needs.

Key Features

  • Enterprise activity tracking with unlimited storage
  • Advanced forecasting and pipeline management
  • CPQ (Configure, Price, Quote) for complex deal management
  • Order management and subscription handling
  • Einstein Analytics for AI-driven insights
  • Extensive third-party integration ecosystem
  • Industry-specific solutions for various verticals

Pros

  • +Most comprehensive platform—"we'll never outgrow this" security
  • +Industry-leading ecosystem of partners and integrations
  • +Strong analytics and reporting capabilities
  • +Excellent for complex, multi-stakeholder deals
  • +Einstein AI provides sophisticated activity intelligence
  • +Clear upgrade path as you scale

Cons

  • -Very high total cost of ownership—not just software but implementation and customization
  • -Steeper learning curve than specialized tools—requires more training
  • -Over-engineered for early-stage companies—you'll use 10% of features
  • -Slow to implement well—typically 4-6 months minimum
  • -Difficult to switch away from once deeply embedded
  • -Per-user licensing becomes expensive with large teams

Verdict

Implement Salesforce Revenue Cloud if: (1) you're planning to scale past 30+ reps in the next 18 months, (2) your VP of Sales demands it based on prior experience, or (3) your sales process is too complex for simpler platforms. Otherwise, start with Dooly or Zendesk Sell, then migrate to Salesforce after Series B funding when headcount justifies the investment. RevAlign.io can help evaluate whether Salesforce is truly necessary for your current stage.

Frequently Asked Questions about best sales activity tracking software for series a companies

Activity tracking monitors what your team is doing—calls made, emails sent, meetings held, proposals delivered. Pipeline management focuses on where deals are and whether they'll close. Activity tracking is the input layer (what's the team doing), while pipeline management is the output layer (what revenue will result). The best Series A platforms combine both: automatically capturing activities and using those activities to predict pipeline progression. Tools like Dooly and Scratchpad excel at activity capture. Tools like Aviso combine activity data with pipeline management to predict outcomes. For most Series A companies, activity tracking is the priority until you have enough historical data to make forecasting reliable.

The honest answer: you don't entirely. However, you can design systems that minimize friction. First, choose a tool that captures activities automatically—through email integration, calendar syncing, or call recording. Second, make activity logging part of rep workflows, not a separate task. For example, Dooly integrates into email and calendar so logging happens naturally. Third, focus on activity quality not quantity—define exactly which activities matter for your business (discovery calls, follow-ups, proposals) rather than logging every touch. Fourth, tie activities to compensation or manager coaching, so logging becomes valuable, not burdensome. The reality: some friction is fine. If 70% of activities are automatically captured and 20% are manually logged when reps have extra time, you have 90% visibility without the constant enforcement burden.

Wait. Choose a lighter platform now (Dooly, Zendesk Sell, or Scratchpad), then migrate to Salesforce after Series B. Here's why: Salesforce requires 4-6 months for a proper implementation, costs $50,000-200,000 to set up correctly, and needs a dedicated admin to maintain. At Series A with 5-15 reps, you don't have time or budget for that. Lighter tools get you productive in weeks. Use this time to document your actual sales process—what works, what doesn't. Then, when you've raised Series B and have 20+ reps, your documented process will inform your Salesforce configuration, making the migration faster and cheaper. Additionally, lighter tools provide more flexibility to change processes as you learn. Salesforce locks you into structure, which is valuable later but premature now.

As a Series A founder, focus on three key metrics: (1) activity volume—are reps working enough? Target 8-12 qualified activities per rep per day. (2) Activity mix—are they doing the right activities? You want 30-40% discovery calls, 20-30% follow-ups, 15-20% proposal presentations. (3) Activity-to-outcome—which activities correlate with closed deals? After 60-90 days, you'll see patterns. Early-stage you need weekly visibility; once you hire a VP of Sales, shift to monthly trends. Avoid daily micromanagement via dashboards—that's demotivating. Instead, use activity data for weekly one-on-ones with reps and monthly reviews with your VP of Sales. The goal isn't surveillance; it's ensuring your team is executing the playbook you've defined.

In order of priority: (1) Salesforce integration—your CRM is your system of record, so any activity tool must sync seamlessly. (2) Email integration (Gmail or Outlook)—this is where most sales communication happens, and automatic capture is the biggest friction reducer. (3) Slack integration—real-time notifications keep managers informed without requiring dashboard checks. Calendar integration is useful but secondary to email. Avoid tools that require separate logins or tab-switching. The modern stack works best when tools layer into each other—activity software pulls data from email and calendar, syncs to Salesforce, and notifies via Slack. Tools that require manual switching kill adoption. This is why Dooly and Scratchpad are popular; they integrate deeply with your existing tools rather than trying to replace them.

Conclusion

Choosing the right sales activity tracking software for your Series A company depends on three factors: your team size, process maturity, and growth ambitions.

If you have 5-8 reps and want to avoid complex CRM implementation, start with Dooly or Zendesk Sell. Both capture activities automatically, integrate with Salesforce, and are productive within days. Dooly is better if you want lightweight deal collaboration; Zendesk Sell is better if you want a complete CRM alternative to Salesforce. Scratchpad works well if you're already committed to Salesforce and want a better rep-facing interface.

If you have 10-15 reps and need to scale discipline across a growing team, consider Growblox (if you have a sales ops person) or People.ai (if you want AI-driven insights without building processes from scratch). If board forecasting accuracy is becoming critical, invest in Aviso even though it's pricey—it pays for itself through better revenue prediction and decision-making.

If you're planning to scale to 30+ reps within 18 months, start with Dooly or Zendesk Sell now to learn your process, then plan a Salesforce Revenue Cloud migration after Series B when you have the budget and organizational maturity to do it right. Don't jump straight to Salesforce unless your VP of Sales absolutely demands it.

The core principle: start simple, automate activity capture aggressively, focus on activities that predict revenue, and scale your software stack in line with your team growth, not ahead of it. RevAlign.io can help evaluate which platform aligns with your current sales process and growth plan, ensuring you make an investment that accelerates your revenue, not one that creates overhead during a critical growth stage.

Need Help Implementing These Tools?

RevAlign builds GTM flywheels for B2B startups. We integrate your tools into one system where every channel compounds.

Get StartedLearn About GTM Flywheel