Sales pipeline management software tools: turn every customer interaction into revenue

What is sales pipeline management software? An essential guide for revenue teams

Sales pipeline management software is a category of technology designed to help sales organizations track, manage, and optimize every opportunity from first touch to closed-won (or lost). At its core, this software provides a structured, visual way to monitor deal progress, identify bottlenecks, and forecast revenue. But it’s more than just a digital pipeline—it’s the backbone of modern revenue operations.

Sales Pipeline Management Software Tools

Why do businesses use sales pipeline management software? Three reasons stand out:

  • Visibility: Sales leaders and reps need a clear, real-time view of every deal’s status, stage, and next steps. No more guessing—or relying on outdated spreadsheets.
  • Predictability: Accurate, data-driven forecasting is critical for planning, resource allocation, and hitting revenue targets. Pipeline management software brings rigor and transparency to the forecasting process.
  • Productivity: By automating manual tracking, surfacing risks, and guiding reps to focus on the right deals, these solutions help teams spend less time on admin—and more time selling.
Common features/components of sales pipeline management software include:
  • Visual pipeline boards and dashboards
  • Automated data capture from calls, emails, and meetings
  • Deal stage tracking and progression logic
  • Risk alerts and deal health scoring
  • Forecasting and reporting tools
Typical use cases span:
  • Pipeline health monitoring: Instantly see which deals are moving, stalled, or at risk—so you can intervene before it’s too late.
  • Sales forecasting: Build accurate, bottoms-up forecasts using real-time deal data, not gut feel.
  • Coaching and enablement: Identify where reps need support, replicate winning behaviors, and ramp new hires faster.
  • Cross-team collaboration: Align sales, marketing, and customer success around a single source of truth for pipeline and revenue.

See Gong in action

In this self-guided tour, discover key features that sales teams and leaders love.

Why Gong takes a fundamentally different approach

While many sales pipeline management tools offer basic deal tracking and dashboards, Gong reimagines pipeline management as a dynamic, AI-powered system that captures the full truth of every customer interaction. Instead of relying on manual data entry or incomplete CRM records, Gong’s AI OS for revenue teams automatically captures, analyzes, and contextualizes every conversation—so you see what’s really happening in your pipeline, not just what gets reported.

Pipeline dashboard

Why use Gong for sales pipeline management?

Gong’s approach to pipeline management is built on a simple premise: you can’t manage what you can’t see. By capturing 99 percent of customer interactions—calls, emails, meetings, and more—Gong gives you a complete, real-time view of your pipeline. No more blind spots. No more surprises at quarter-end.

With Gong, you can:

  • Proactively identify at-risk deals and unblock stalled opportunities before they slip away
  • Forecast with confidence using AI-powered deal health scores and real-time pipeline signals
  • Coach reps on the behaviors that drive conversion and win rates, not just activity metrics
  • Align your entire go-to-market team around a single source of truth for pipeline health and deal progress

The experience is seamless: Gong integrates with your CRM and communication platforms, automatically captures and analyzes every interaction, and surfaces actionable insights—right where you work. AI agents flag risks, recommend next steps, and even automate follow-ups, so your team can focus on what matters: moving deals forward and closing revenue.

See Gong’s sales pipeline management solution in action

What does this look like in practice? Here’s how ambitious revenue teams use Gong every day:

Spot pipeline risk instantly

AI Deal Monitor flags deals that are stalled, missing key stakeholders, or lacking next steps—so you can intervene early and keep revenue on track.

Drive accurate forecasts

AI Revenue Predictor analyzes deal activity, buyer engagement, and historical patterns to deliver forecasts with up to 95 percent accuracy.

Coach for conversion

Sales managers use Gong’s call libraries and AI Scorecards to pinpoint where reps are losing momentum, then deliver targeted coaching that moves the needle.

Accelerate onboarding

New reps ramp faster by learning from top-performer conversations and following proven deal progression paths—reducing ramp time by up to three months.

How does Gong’s sales pipeline management system work?

Here’s what happens behind the scenes:

Step 1

Gong automatically joins scheduled calls or records inbound/outbound phone conversations, with clear consent and privacy controls built in.

Step 2

Every call is securely stored in the cloud, encrypted at rest and in transit, with customizable access permissions for compliance.

Step 3

Gong’s AI transcribes the call in near real time, tagging key topics, action items, and risks.

Step 4

All recordings and transcripts are indexed and made instantly searchable. You can filter by rep, account, deal stage, or keyword—so you always find what you need.

Step 5

Insights from calls feed directly into your coaching, pipeline, and forecasting workflows—so you’re always working with the full truth, not just CRM notes.

Sales Pipeline Management Software Tools

More than sales pipeline management

Sales pipeline management is just one piece of Gong’s broader Revenue AI vision. By unifying data, embedding AI agents, and delivering actionable insights across the entire revenue engine, Gong transforms how go-to-market teams operate.

Unified data foundation

Gong captures and connects every customer touchpoint—calls, emails, meetings, CRM updates—so your pipeline is always complete and up to date.

AI-powered insights

Purpose-built AI models surface risks, opportunities, and trends that drive smarter decisions and faster execution.

Embedded AI agents

From AI Tasker to AI Deal Reviewer, Gong’s agents automate manual work, flag risks, and recommend next steps—right inside your daily workflows.

Enterprise-grade governance

Security, privacy, and compliance are built in, so you can scale with confidence.

How sales pipeline management powers Gong’s AI OS

Sales pipeline management isn’t just a standalone feature—it’s the connective tissue that powers every application in the Gong Revenue AI Platform. Here’s how it all comes together:

Gong Engage

Gong Engage: Fuel personalized outreach and automated follow-ups

Pipeline data from Gong feeds directly into Engage, enabling your team to:

  • Prioritize outreach to high-potential opportunities based on real-time deal health
  • Trigger automated, personalized follow-ups when deals stall or key stakeholders go silent
  • Orchestrate multi-channel engagement sequences that align with each buyer’s journey
Gong Enable

Gong Enable: Turn pipeline insights into coaching and training assets

Every deal, call, and email in your pipeline becomes a learning opportunity. With Gong Enable, you can:

  • Identify common deal blockers and create targeted training modules to overcome them
  • Use real pipeline examples to coach reps on objection handling, discovery, and closing skills
  • Build a library of winning conversations and playbooks that accelerate onboarding and performance
Gong Forecast

Gong Forecast: Deliver data-driven pipeline predictions and revenue forecasts

Pipeline management is the foundation of accurate forecasting. Gong Forecast leverages pipeline signals to:

  • Aggregate deal-level insights for bottoms-up, AI-powered revenue predictions
  • Flag forecast risks early—so you can adjust strategy before it’s too late
  • Provide leadership with a single source of truth for pipeline health, deal velocity, and quota attainment

Together, these integrated workflows empower you to move from reactive pipeline management to proactive revenue orchestration.

See sales pipeline management in action

Pigment case study

Pigment: $4M in at-risk pipeline flagged, win rates at record highs

Challenge: Pigment, a fast-growing SaaS company, struggled to align sales strategy and execution. Fragmented data across multiple tools made it nearly impossible to manage performance, focus on the right deals, or coach reps effectively. Their manual, reactive approach left them chasing goals without a clear path to scale.

Solution: Pigment implemented the Gong Revenue AI Platform to unify sales enablement, pipeline management, and messaging rollout. Gong’s AI-powered insights surfaced at-risk deals, tracked the adoption and impact of new messaging, and enabled targeted coaching at scale. Managers used AI Tracker and Scorecards to pinpoint coachable moments, while AI Deal Monitor flagged stale or risky deals in real time. The result? A single source of truth for pipeline health and deal progression.

Results:

  • Flagged over $4M in at-risk pipeline, enabling proactive intervention and deal recovery
  • Achieved the highest win rates since 2023 by correlating new messaging adoption with deal success
  • Increased manager adoption of coaching tools by 50 percent year-over-year
  • Built a culture of learning and collaboration, accelerating onboarding and ongoing training
  • Improved forecasting accuracy and empowered teams to focus on the right deals at the right time

We’ve already flagged over $4M in at-risk pipeline. Gong is helping us get ahead of risk, not just react to it.

Andres de Frutos
Sales Strategy & Operations Manager
Pigment logo

Stop losing winnable deals

Boost win rates, increase average deal size, and increase revenue per rep with Gong, the #1 revenue AI platform.

What our customers say

"Working with Gong lets us run a predictable revenue organization, reduce the number of tools in our tech stack, and save tons of time on forecasting."

Drew Korab
Director of RevOps at Upwork
Upwork logo

"You really need to set your sales reps up for success…It's about ensuring that no rep is left behind and elevating everyone through the right management programs."

Sherry Wu
Senior Director, Product Marketing at Gong at Gong
Gong logo

"It's given our sales team a level of consistency that we haven't had in the past, and has created much more impactful 1:1s for our leaders/reps."

Eric Choronzy
VP, North America Sales, DemandScience at DemandScience
DemandScience logo

"Gong helps us figure out which features and benefits are really going to drive increased client stickiness and expansion of opportunity."

Chris Cordani
VP of Sales at Nasdaq
Nasdaq logo

"Working with Gong has made us better managers and better CSMs."

Jeffrey Coleman
VP of Customer Success at SurveyMonkey
SurveyMonkey logo

"The integration of Gong into our operations has directly transformed our company's people, deals, and market success. We're not just closing more deals and doing it faster; we're doing it with a deeper understanding of our clients and the competitive dynamics at play."

Evan Shaffer
Head of Sales Training & Enablement at HST Pathways
HST Pathways logo

"Gong allows our leaders to coach more effectively. They don’t have to ask reps what happened last week. Instead, they use Gong’s deals board and AI-generated call summaries to immediately be ready for a productive conversation with any rep about any deal."

Christine Talcott
Sr. Division Vice President Enablement & Global Events at ADP
ADP logo

"Working with Gong lets us run a predictable revenue organization, reduce the number of tools in our tech stack, and save tons of time on forecasting."

Drew Korab
Director of RevOps at Upwork
Upwork logo

"You really need to set your sales reps up for success…It's about ensuring that no rep is left behind and elevating everyone through the right management programs."

Sherry Wu
Senior Director, Product Marketing at Gong at Gong
Gong logo

"It's given our sales team a level of consistency that we haven't had in the past, and has created much more impactful 1:1s for our leaders/reps."

Eric Choronzy
VP, North America Sales, DemandScience at DemandScience
DemandScience logo

"Gong helps us figure out which features and benefits are really going to drive increased client stickiness and expansion of opportunity."

Chris Cordani
VP of Sales at Nasdaq
Nasdaq logo

"Working with Gong has made us better managers and better CSMs."

Jeffrey Coleman
VP of Customer Success at SurveyMonkey
SurveyMonkey logo

"The integration of Gong into our operations has directly transformed our company's people, deals, and market success. We're not just closing more deals and doing it faster; we're doing it with a deeper understanding of our clients and the competitive dynamics at play."

Evan Shaffer
Head of Sales Training & Enablement at HST Pathways
HST Pathways logo

"Gong allows our leaders to coach more effectively. They don’t have to ask reps what happened last week. Instead, they use Gong’s deals board and AI-generated call summaries to immediately be ready for a productive conversation with any rep about any deal."

Christine Talcott
Sr. Division Vice President Enablement & Global Events at ADP
ADP logo

"Working with Gong lets us run a predictable revenue organization, reduce the number of tools in our tech stack, and save tons of time on forecasting."

Drew Korab
Director of RevOps at Upwork
Upwork logo

"You really need to set your sales reps up for success…It's about ensuring that no rep is left behind and elevating everyone through the right management programs."

Sherry Wu
Senior Director, Product Marketing at Gong at Gong
Gong logo

"It's given our sales team a level of consistency that we haven't had in the past, and has created much more impactful 1:1s for our leaders/reps."

Eric Choronzy
VP, North America Sales, DemandScience at DemandScience
DemandScience logo

"Gong helps us figure out which features and benefits are really going to drive increased client stickiness and expansion of opportunity."

Chris Cordani
VP of Sales at Nasdaq
Nasdaq logo

"Working with Gong has made us better managers and better CSMs."

Jeffrey Coleman
VP of Customer Success at SurveyMonkey
SurveyMonkey logo

"The integration of Gong into our operations has directly transformed our company's people, deals, and market success. We're not just closing more deals and doing it faster; we're doing it with a deeper understanding of our clients and the competitive dynamics at play."

Evan Shaffer
Head of Sales Training & Enablement at HST Pathways
HST Pathways logo

"Gong allows our leaders to coach more effectively. They don’t have to ask reps what happened last week. Instead, they use Gong’s deals board and AI-generated call summaries to immediately be ready for a productive conversation with any rep about any deal."

Christine Talcott
Sr. Division Vice President Enablement & Global Events at ADP
ADP logo

"Working with Gong lets us run a predictable revenue organization, reduce the number of tools in our tech stack, and save tons of time on forecasting."

Drew Korab
Director of RevOps at Upwork
Upwork logo

"You really need to set your sales reps up for success…It's about ensuring that no rep is left behind and elevating everyone through the right management programs."

Sherry Wu
Senior Director, Product Marketing at Gong at Gong
Gong logo

"It's given our sales team a level of consistency that we haven't had in the past, and has created much more impactful 1:1s for our leaders/reps."

Eric Choronzy
VP, North America Sales, DemandScience at DemandScience
DemandScience logo

"Gong helps us figure out which features and benefits are really going to drive increased client stickiness and expansion of opportunity."

Chris Cordani
VP of Sales at Nasdaq
Nasdaq logo

"Working with Gong has made us better managers and better CSMs."

Jeffrey Coleman
VP of Customer Success at SurveyMonkey
SurveyMonkey logo

"The integration of Gong into our operations has directly transformed our company's people, deals, and market success. We're not just closing more deals and doing it faster; we're doing it with a deeper understanding of our clients and the competitive dynamics at play."

Evan Shaffer
Head of Sales Training & Enablement at HST Pathways
HST Pathways logo

"Gong allows our leaders to coach more effectively. They don’t have to ask reps what happened last week. Instead, they use Gong’s deals board and AI-generated call summaries to immediately be ready for a productive conversation with any rep about any deal."

Christine Talcott
Sr. Division Vice President Enablement & Global Events at ADP
ADP logo

"Gong was able to help me increase my consult rate 3% in a matter of days."

Lauren Iken
Patient Advocate at ClearChoice Dental Implant Centers
ClearChoice Dental Implant Centers logo

"Gong saves us lots of time that used to be spent focusing on top-of-the-funnel activities. We’ve increased our pipeline feed by 300% using that time more productively. More deals are qualified, meaning we see the more predictable and repeatable revenue streams we’re striving for. I couldn’t live without Gong now."

Mark Truman
Chief Revenue Officer, EdgePetrol at EdgePetrol
EdgePetrol logo

"If you can use AI to supplement information gathering, writing emails, and coaching all at the same time, the boons for productivity are wild."

David Ma
Head of GTM Ops and Strategy at Zip
Zip logo

"Being able to nail those key messages at the right time and map that process in a repeatable way has led to giant growth in our pipeline."

Matt McGonegle
Director of Inside Sales at SpotOn
SpotOn logo

"Gong Forecast creates ownership and accountability for every team member, and provides an opportunity to measure our results over time so we can make better predictions in the future. This complete transparency allows us to devote more time to deals that actually need our attention."

John Judge
Senior VP of Sales, Crayon at Crayon
Crayon logo

"Gong brings us sanity because we can see the data behind our actions. Gong is confidence. Gong is the ability to truly understand what’s going on inside customer conversations."

Eric Stoddard
Head of Global Sales & CS Enablement at Udemy
Udemy logo

"Gong was able to help me increase my consult rate 3% in a matter of days."

Lauren Iken
Patient Advocate at ClearChoice Dental Implant Centers
ClearChoice Dental Implant Centers logo

"Gong saves us lots of time that used to be spent focusing on top-of-the-funnel activities. We’ve increased our pipeline feed by 300% using that time more productively. More deals are qualified, meaning we see the more predictable and repeatable revenue streams we’re striving for. I couldn’t live without Gong now."

Mark Truman
Chief Revenue Officer, EdgePetrol at EdgePetrol
EdgePetrol logo

"If you can use AI to supplement information gathering, writing emails, and coaching all at the same time, the boons for productivity are wild."

David Ma
Head of GTM Ops and Strategy at Zip
Zip logo

"Being able to nail those key messages at the right time and map that process in a repeatable way has led to giant growth in our pipeline."

Matt McGonegle
Director of Inside Sales at SpotOn
SpotOn logo

"Gong Forecast creates ownership and accountability for every team member, and provides an opportunity to measure our results over time so we can make better predictions in the future. This complete transparency allows us to devote more time to deals that actually need our attention."

John Judge
Senior VP of Sales, Crayon at Crayon
Crayon logo

"Gong brings us sanity because we can see the data behind our actions. Gong is confidence. Gong is the ability to truly understand what’s going on inside customer conversations."

Eric Stoddard
Head of Global Sales & CS Enablement at Udemy
Udemy logo

"Gong was able to help me increase my consult rate 3% in a matter of days."

Lauren Iken
Patient Advocate at ClearChoice Dental Implant Centers
ClearChoice Dental Implant Centers logo

"Gong saves us lots of time that used to be spent focusing on top-of-the-funnel activities. We’ve increased our pipeline feed by 300% using that time more productively. More deals are qualified, meaning we see the more predictable and repeatable revenue streams we’re striving for. I couldn’t live without Gong now."

Mark Truman
Chief Revenue Officer, EdgePetrol at EdgePetrol
EdgePetrol logo

"If you can use AI to supplement information gathering, writing emails, and coaching all at the same time, the boons for productivity are wild."

David Ma
Head of GTM Ops and Strategy at Zip
Zip logo

"Being able to nail those key messages at the right time and map that process in a repeatable way has led to giant growth in our pipeline."

Matt McGonegle
Director of Inside Sales at SpotOn
SpotOn logo

"Gong Forecast creates ownership and accountability for every team member, and provides an opportunity to measure our results over time so we can make better predictions in the future. This complete transparency allows us to devote more time to deals that actually need our attention."

John Judge
Senior VP of Sales, Crayon at Crayon
Crayon logo

"Gong brings us sanity because we can see the data behind our actions. Gong is confidence. Gong is the ability to truly understand what’s going on inside customer conversations."

Eric Stoddard
Head of Global Sales & CS Enablement at Udemy
Udemy logo

"Gong was able to help me increase my consult rate 3% in a matter of days."

Lauren Iken
Patient Advocate at ClearChoice Dental Implant Centers
ClearChoice Dental Implant Centers logo

"Gong saves us lots of time that used to be spent focusing on top-of-the-funnel activities. We’ve increased our pipeline feed by 300% using that time more productively. More deals are qualified, meaning we see the more predictable and repeatable revenue streams we’re striving for. I couldn’t live without Gong now."

Mark Truman
Chief Revenue Officer, EdgePetrol at EdgePetrol
EdgePetrol logo

"If you can use AI to supplement information gathering, writing emails, and coaching all at the same time, the boons for productivity are wild."

David Ma
Head of GTM Ops and Strategy at Zip
Zip logo

"Being able to nail those key messages at the right time and map that process in a repeatable way has led to giant growth in our pipeline."

Matt McGonegle
Director of Inside Sales at SpotOn
SpotOn logo

"Gong Forecast creates ownership and accountability for every team member, and provides an opportunity to measure our results over time so we can make better predictions in the future. This complete transparency allows us to devote more time to deals that actually need our attention."

John Judge
Senior VP of Sales, Crayon at Crayon
Crayon logo

"Gong brings us sanity because we can see the data behind our actions. Gong is confidence. Gong is the ability to truly understand what’s going on inside customer conversations."

Eric Stoddard
Head of Global Sales & CS Enablement at Udemy
Udemy logo
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  • Unify your pipeline data and eliminate blind spots
  • Forecast with confidence and accuracy
  • Coach reps to win more deals, faster

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