Do you want to close more deals and boost your sales productivity? Then you need the best lead management software!
Lead management software helps you keep track of your leads and customers to stay organized and on top of your game.
With lead management software, you can easily track your leads through the entire sales process, from initial contact to final sale. You can also set up follow-up reminders so you never miss an opportunity to follow up with a lead.
Not sure which lead management software is right for you? Check out our list of the seven best lead management software options to help you choose the perfect tool for your needs.
What Is Lead Management Software, and Why Does It Matter?
Lead management software is a tool that helps businesses capture, organize, and track leads. It is essential because it allows companies to keep track of potential customers and manage interactions with them.
Lead management software can help businesses qualify leads, distribute them to sales reps, and track online and offline interactions. By doing so, companies can better understand customer needs and propose solutions that meet those needs. Lead management software can help companies to improve their customer relationships and increase sales.
Here are some things lead management software might do for your company:
- Helps you collect leads from multiple sources.
- Qualifies leads based on specific criteria.
- Assigns leads to sales reps.
- Tracks and records interactions with leads (emails, website visits, phone calls, etc.)
- Helps you understand customer needs.
- Offers solutions to customer problems.
Lead management software can help improve customer relationships, increase sales, and better understand customer needs. If you are not using lead management software, you may miss out on opportunities to grow your business.
Reviews of the Best Lead Management Software
Salesforce Sales Cloud gives marketing and sales teams the tools they need to generate more leads, close more deals, and boost ROI. You can track marketing ROI with Salesforce Sales Cloud, automate the sales process, and more. As a result, you’ll have a fuller pipeline and higher close rates.
- Convert more leads into actual opportunities. Salesforce’s lead tracking functionality allows you to see where a marketing campaign lead came from, read the relevant insights you can act on, and write and track emails from the CRM.
- Route and assign leads to the right people. Use lead management software with built-in features for automatically routing and posting leads.
- Track marketing campaigns across all channels. You can track the performance of your marketing campaigns across all channels, including social media, email, and the web.
- Free trial.
- Essentials: $25 per user/month. It includes an All-in-one sales and support app.
- Professional: $75 per user/month. This plan is a complete CRM for any size team.
- Enterprise: $150 per user/month. The plan includes a deeply customizable sales CRM for your business.
- Unlimited: $300 per user/month. The ultimate platform for growth.
- Businesses of all sizes can use it.
- Flexible and customizable.
- Cost-effective and intuitive.
- Implementation can be complicated.
- Its pricing is on the high end.
2. Zoho CRM
Best for Omnichannel Communication
Zoho CRM is a cloud-based CRM software that helps businesses of all sizes manage their customers and sales. With Zoho CRM, you can track customer interactions, automate the sales process, and more. This boosts your pipeline and ensures higher close rates.
- Smart web forms. Helps capture leads from another website quickly and efficiently.
- Data enrichment by Zia. Zia’s data enrichment functionality looks for more information about each lead, enriching your future lead nurturing process.
- Predefined workflow rules. Automatically assigns and routes leads to the appropriate sales reps.
- Omnichannel communication. This allows you to communicate and nurture leads through multiple channels, such as email, phone, chat, and social media.
- Convert leads to deals. Easily convert leads into opportunities and start closing deals.
- Built-in analytics functionality. Offers built-in analytics to help you measure your leads, conversions, and sales.
- Free: 3 Users
- Standard: $12 per user/month
- Professional: $20 per user/month
- Enterprise: $35 per user/month
- Ultimate: $45 per user/month
- It is cloud-based.
- It has an excellent user-friendly interface and is easy to navigate.
- Ease of integration with other software.
- It has customizable features.
- Customization is limited.
- Inadequate customer support system.
Best for B2B Sales Leads
Hubspot Sales Hub is a powerful sales software that helps teams close more deals, deepen relationships, and manage their pipeline more effectively. It is easy to use and provides a one-stop solution for sales teams. With Hubspot Sales Hub, you can focus on your customers and grow your business.
- Contact and Lead Management. Automatically log sales activities and keep records up to date.
- Pipeline Management. Add deals, assign tasks, and track progress in your CRM with just a few clicks.
- Contact and Company Insights. Get insights your sales team will use by pulling details from the Hubspot database.
- Email Tracking. Get real-time alerts when a lead opens your email, clicks a link, or downloads an attachment.
- Contact Activity. It allows you to see detailed interactions between a contact and your website in a single place.
- Meet Scheduling. Schedule a meeting with a prospect in seconds, without back-and-forth emailing.
- Free: Get started for free with no time limit. No credit card required
- Starter: $45 per 2 users/month ($540 billed annually)
- Professional: $450 per 5 users /month ($5400 billed annually)
- Enterprise: $1,200 per 10 users/month ($14,400 billed annually)
- It is a software that can support all departments, such as sales, client success, customer support, finance, and marketing.
- It allows you to set up visual email & marketing autoresponders.
- It can be customized to fit every specific need.
- Workflows can be confusing.
- This software can be expensive when you need some of its more advanced features early.
Best for Customizable Workflow
Apptivo is a powerful tool that helps teams convert more inquiries into customers. It is easy to use and provides a complete suite of tools to gain a 360 view of your customer. With Apptivo Lead Management software, you can stay on top of all your leads, ensuring none falls through the cracks.
- Lead scoring. Assign rank and score to each sales prospect.
- Lead conversion. Identify leads and convert them into contact, customer, or opportunity.
- Customizable views. Access to unlimited customizations with custom filters and sortable lead views.
- Unlimited custom fields. It allows you to customize your lead management process to fit the specific needs of your business.
- Generate instant reports. Extract data and generate reports to know your leads better at any given moment.
- Free trial
- Starter: Free forever
- Lite: $8 per user per month
- Premium: $12 per user per month
- Ultimate: $20 per user per month
- Enterprise: Contact for pricing
- Highly customizable.
- The Apptivo team is always responsive.
- There is an app for everything within the Apptivo app itself.
- Creating email templates is a bit confusing.
- First-time users may find it complicated.
Best for Small-Mid Businesses
Monday sales CRM offers a robust, code-free solution that is quick to set up and easy to customize. Its intuitive design and powerful features enable sales teams to capture leads from anywhere, nurture sales pipelines, and promote smooth collaboration between sales and other departments.
- Email Intelligence. With this feature, you can get alerted when a prospect replies to your email, track their interactions and save time by sending personalized email templates.
- Activity management. This allows you to log lead details and keep track of communication for future follow-ups.
- Lead capturing. Integrates your existing tools, adds a form to your website, or adds leads manually.
- Free trial
- Individual: Free forever (2 seats)
- Basic: $10 per seat /month
- Standard: $14 per seat/month
- Pro: $24 per seat/ month
- Enterprise: Contact for pricing
- It is user-friendly and allows you to keep track of your customers.
- Highly flexible.
- It has an easy, intuitive setup process.
- Lack of integration with Gmail.
- It is buggy or slow to load sometimes.
Best Easy-To-Use Software
Pipedrive enables salespeople to generate, qualify and prioritize leads, helping them to close deals more quickly and increase the value of each deal. Pipedrive’s lead management features give sales teams the tools they need to be successful.
- Pipeline and deal management. Pipedrive’s core functionality of pipelines and deals allows you to visualize and track your sales process to close more deals.
- Leads Inbox. Helps you declutter your CRM and improve your pre-sales communication with prospects.
- Chat. Use a chatbox and live chat to collect your prospects’ data, pre-qualify leads, and immediately assign chats to your sales reps.
- Web Forms. This is the most common way for web visitors to get in touch with a business and for the company to collect visitors’ data and drive more leads.
- Smart Contact Data. You can import valuable information from the web with just one click. It uses your contacts’ email addresses to collect information they share online.
- Free Trial
- Essential: $9 Per user per month
- Advanced: $19 Per user per month
- Professional: $39 Per user per month
- Enterprise: $59 Per user per month
- Track and manage end-to-end sales activities.
- Cheaper and more lightweight.
- Customizing is easy and does not require coding.
- Inability to send one email to multiple contacts.
- Largely unsuitable for large firms and organizations.
7. Zendesk Sell
Best for Maximizing Productivity
Zendesk Sell is a CRM software that helps sales teams be more productive and efficient. It consolidates all customer interactions into one interface, making tracking and following up with leads easy.
- Boosts team productivity. The software provides a simple platform that includes contact and deal management, activity tracking, and lead generation.
- Email Integration. Sync your existing email to Zendesk Sell and work more efficiently with alerts, templates, and automatic tracking.
- Delivers better customer experiences. It provides a 360-degree view of the customer, allowing sales reps to deliver personalized experiences from anywhere.
- Reporting and analytics. Provide sales teams with real-time tools to forecast better and manage their pipeline.
- Free trial
- Team: $19 per user/month
- Growth: $49 per user/month
- Professional: $99 per user/month
- Enterprise: $150 per user/month
- Easy to use deals/opportunities function.
- Automatically logs calls/emails to the relevant contact.
- It allows you to see the number of times a client has viewed an email.
- It takes a long time to load up compared to other similar softwares.
- The integrations are minimal.
Buyers Guide for Best Lead Management Software
When it comes to lead management, there are a few things to look for to find the best software. Here are some factors to consider:
Ease of Use
Ease of use is essential when it comes to lead management software. The software should quickly and efficiently track and manage your leads. Pipedrive is designed with simplicity in mind and offers an intuitive interface that is easy to use.
Flexibility is vital when it comes to lead management software. The software should be able to adapt to your changing needs and requirements. For example, you may need to add new fields or modify existing ones as your business grows. Apptivo allows you to customize your lead fields and workflows efficiently.
The lead management software you select should have powerful and robust features. It should be able to track and manage leads from multiple channels, including online and offline sources. The software should also provide advanced features such as lead scoring, nurturing, and conversion tracking.
When selecting lead management software, it is essential to consider customer support. You want to choose software that offers excellent customer support. This way, if you have any questions or problems, you can quickly get help.
Pricing is another essential factor to consider when selecting lead management software. The software should be affordable and offer various pricing options to fit your budget. For example, Hubspot Sales Hub provides a free plan for small businesses and various paid programs for larger companies.
The best lead management software depends on your specific needs and requirements. However, we recommend considering Salesforce Sales Cloud, Apptivo, or Monday Sales CMR, as they are user-friendly, flexible, and offer a wide range of features.
A Lead Management Software is a tool that helps businesses track and manage their leads. It enables sales teams to capture information from multiple sources, track communication and interactions, and promote collaboration between sales and other departments.
There are a few different ways to keep track of leads. One way is to use a lead management software tool to capture leads from multiple sources, track their communication and interactions, and promote collaboration between sales and other departments. Another way to track leads is by manually adding them into a spreadsheet or CRM system.
Sales leads are potential customers who have shown interest in your product or service. They may have visited your website, subscribed to your newsletter, or attended one of your events. Generating quality sales leads is essential if you’re looking to boost sales and increase revenue.
Hubspot is a sales and marketing software company that offers a variety of tools to help businesses grow. Salesforce is a customer relationship management (CRM) software company that helps businesses manage customer relationships. Both HubSpot and Salesforce offer lead management software tools.
There’s no doubt that lead management software can be a powerful asset for sales teams. By automating tedious tasks and keeping important customer data organized and accessible, these tools can free up time and energy so sales reps can focus on what they do best: selling.
These seven lead management software options are worth considering if you’re looking to boost sales productivity and efficiency. Our top pick is Salesforce Sales Cloud, which offers a comprehensive suite of features to help you manage your leads and close more deals.
Pipedrive is another excellent option, offering a simple interface that makes tracking your leads and progresses easy. Zoho CRM is another top choice, offering a robust set of features at an affordable price, and Monday Sales CMR is very suitable for small businesses.