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Lead Management Software

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Salesforce Sales Cloud

4.4
(15,741)

Cloud-based CRM & Sales Automation

Manage your leads with Salesforce Sales Cloud, tracking lead activity across the sales pipeline, routing and assigning leads, and tracking marketing campaigns.

Read more about Salesforce Sales Cloud

ZoomInfo

4.4
(117)

Lead generation and buyer intent data for B2B organizations

ZoomInfo powered by DiscoverOrg is a cloud-based lead generation platform for B2B organizations. It uses buyer intent data to help sales and marketing teams prioritize prospects. Intent insights are provided for online research activities, organizational changes, funding announcements, and more.

Read more about ZoomInfo

Copper

4.3
(422)

The CRM designed for Google Workspace

Designed for businesses using Google Workspace (formerly G Suite), Copper keeps business relationships in one place, automates repetitive tasks, and helps you stay organized with projects and deadlines. Get started in minutes!

Read more about Copper

monday.com

4.6
(2,278)

Project Management Made Easy

monday.com is a visual Lead Management software that will help you track leads and manage projects in one place.
Easily manage all your leads, customer relationships, sales pipeline, and tasks in one place so you can focus on closing more deals.

Read more about monday.com

Salesforce Essentials

4.3
(126)

CRM for small business

Salesforce Essentials is a cloud-based CRM for small businesses which allows users to manage leads, opportunities, pipelines, support requests, and more

Read more about Salesforce Essentials

Ynot

4.4
(11)

CRM, admissions, and lead management for higher education

Ynot is a cloud-based solution for higher education institutions that combines CRM, admissions, and lead management on one centralized platform. With Ynot, admissions reps and leaders can track journeys for all prospective students, including discovery phone calls and email/text conversations.

Read more about Ynot

Pipedrive

4.5
(2,281)

CRM built by salespeople, for salespeople

Manage all your leads and deals using Pipedrive's visual sales pipeline tool. Move deals across different stages with drag-n-drop and use filters to zoom in.

Read more about Pipedrive

Influx MD

4.5
(15)

Sales & marketing solution for healthcare professionals

Influx MD is an all-in-one sales and marketing solution designed for healthcare professionals from solo, group or hospital medical programs, with a built-in CRM

Read more about Influx MD

Tripleseat

4.7
(467)

Sales & event management for hotels, restaurants & venues

Tripleseat SmartSuite is a cloud-based event management solution for hotels, restaurants & other venues, covering bookings, payments, document management & more

Read more about Tripleseat

HoneyBook

4.9
(356)

Client management for freelancers & SMBs

Tools for the modern creative professional: manage leads, contracts, payments, and more. Start a 7 day free trial today.

Read more about HoneyBook

Lead Capsule

4.7
(27)

Cloud-based solution for lead management

Lead Capsule is a cloud-based software for lead management, lead generation, lead aggregation, lead distribution, lead commerce, customer relationship management, and affiliate marketing for businesses of all types and sizes, which simplifies vendor & client management, and delivers leads to any CRM

Read more about Lead Capsule

Creatio CRM

4.8
(79)

Boost marketing, sales and service performance!

CRM Creatio is full-fledged solution for marketing, sales and service built on an intelligent low-code platform for process management and CRM.

Read more about Creatio CRM

Blitz

4.7
(54)

Automate sales & marketing follow up activities

Blitz is a sales management platform that automates sales tasks, processes, and follow-up activities when working with clients, leads, and referrals, and helps keep management and sales teams up to date and on the same page while communicating with contacts

Read more about Blitz

Leadfeeder

4.3
(89)

Generate B2B sales leads from website visitors

Leadfeeder identifies website visitors from Google Analytics data as prospects or customers, tracks their behavior, and automatically sends leads to CRM systems

Read more about Leadfeeder

Really Simple Systems CRM

4.4
(293)

The Powerful Small Business CRM

Our CRM and lead management software lets you effectively manage and track every sales opportunity through each stage of your pipeline to successful closure. The integrated system brings together your sales and marketing, creating a streamlined, centralized hub for great customer relationships.

Read more about Really Simple Systems CRM

Traction Complete

4.8
(9)

Account-Based lead management within Salesforce

Traction Complete is a lead management tool which makes account-based marketing (ABM) possible within Salesforce. By bridging the gap between sales and marketing, Traction Complete ensure that leads belonging to key target accounts get routed to the right sales rep for maximum conversion.

Read more about Traction Complete

Outreach

4.5
(227)

Sales Engagement Platform

Outreach is a cloud-based sales automation tool that helps sales teams create, optimize & repeat sales campaigns with email templates and analysis tools.

Read more about Outreach

Lusha

4.0
(185)

Lead enrichment software for recruiters and marketers

Lusha is a lead management software, which helps businesses retrieve prospect contact details from various websites, capture lead information, engage with clients or candidates, and enhance overall conversion rates. Marketers can create custom data collection forms to capture leads' details.

Read more about Lusha

WhatConverts

4.9
(45)

Call, lead and conversion tracking with real-time reporting

Manage all marketing leads with marketing data in one place. Manage and track phone calls, web forms, web chat and transactions in one dashboard.

Read more about WhatConverts

Capsule

4.5
(129)

Take care of your customers and sales opportunities

Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate.

Read more about Capsule

MarketSharp

4.3
(20)

Construction CRM and lead tracking solution

MarketSharp is a remodeling CRM solution designed to help contractors and home improvement businesses manage job scheduling, sales activities, scripting, and marketing automation. It lets remodelers share completed job information with team members, in order to aid collaboration across pipelines.

Read more about MarketSharp

Accelo

4.5
(139)

Automation software for all Professional Service Businesses

Accelo lets you manage all of your sales-related communication in one place for small to medium sized businesss. Unify your team by automatically tracking and sharing leads' emails, attachments, appointments, notes, and custom fields to accurately view your lead's entire sales journey.

Read more about Accelo

HubSpot CRM

4.5
(2,743)

Everything you need to sell in one integrated suite

Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

Read more about HubSpot CRM

Zoho CRM

4.2
(4,784)

CRM software that helps you sell smarter, better, faster.

Manage your leads in Zoho CRM with opportunity tracking across the entire sales cycle. Import leads, add leads to accounts, track competition, analyze and more.

Read more about Zoho CRM

Kartra

4.5
(113)

Kartra, the all-in-one business platform

Kartra helps you capture, nurture, and manage your leads. As an all-in-one platform, it logs every single action your leads take. You can then apply custom labels, automations, and lists to your leads to better categorize them into sub-groups, and even assign a score based on their actions.

Read more about Kartra

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Buyers Guide

Lead Management

When you are a salesperson dealing with dozens—possibly hundreds—of leads, it can get difficult to keep track of each of them. You can easily forget who you were supposed to call back, email details to, or supposed to follow up with. And every lead feeling neglected is a lost opportunity for your business.

Instead of manually managing all your leads, you can use lead management software to streamline the process. The tool will help you know the position of a lead in the sales cycle. It will also help you schedule meetings and follow-ups, reducing recurring tasks in your daily operations.

To help you find the best lead management software for your business, we’ve prepared this guide. Here’s what we'll cover:

What is lead management software?

Lead management software is a tool that helps businesses gather, store, and manage information on prospective clients/customers, also known as leads. The tool captures lead details from multiple sources, such as your website, social media pages, online advertisements, and any existing database. It then consolidates all the information into a centralized database for all stakeholders in your sales process to access. 

The tool helps you manage communications with leads by sending emails, messages, and notifications as well as by scheduling online and in-person meetings. The tool also enables you to set automated lead nurturing campaigns such that your leads receive emails basis their online behavior with your business. For example, if a lead had opened your email but not responded to it, you can set a lead nurturing campaign to automatically send them a follow-up email in a couple of days. 

The tool also tracks leads throughout the sales life cycle, from capture to conversion, making it easier for you to determine what the next step for each lead should be. 

What are the deployment options for lead management software?

Lead management software is typically offered in two deployment models:

Cloud-based deployment: With this type of deployment, the responsibility of hosting and maintaining the solution lies with the vendor and you can use it via a web browser or a mobile app. Such solutions are usually priced on a user/month basis. A majority of lead management solutions fall into this category. 

On-premise deployment: With this type of deployment, the responsibility of hosting and maintaining the solution lies with the user. You can purchase the software with a one-time licensing fee. You might also need to pay extra for any technical support or updates you require. While a few lead management solutions do fall into this category, they are harder to find and usually suitable for enterprise clients that own servers or private cloud. 

Key question to ask a vendor: Considering the time spent on implementation, personnel training, and data migration, what would be the expected time between buying the solution and rolling it out to the sales team for everyday use?

What are some common features of lead management software?

With several lead management solutions on the market, it can be a confusing process to choose one for your business. To help you out, we’ve listed some important features below:

Lead capture: Capture leads from multiple sources, such as advertisements, social media, online stores, and cold calling, and consolidate them into a centralized database.

example of lead capture

Leads dashboard in Zoho CRM

Lead flow management: Distribute leads among different salespeople, designated as owners. Some solutions manage the lead flow automatically according to the burden on each salesperson, while other solutions allow users to do this manually.

example of lead flow management

Lead flow management in Pipedrive

Pipeline management: Track leads’ status throughout the sales life cycle and have complete visibility into the leads in the sales pipeline.

example of pipeline management

Pipeline management in Hubspot CRM

Lead scoring: Automatically score leads on different attributes to ascertain which ones are most likely to convert to clients. The scoring attributes can include job title, demographics, online behavior, and any other variable you deem important.

example of lead scoring

Lead scoring in Freshsales

Lead nurturing: Design and automate outreach campaigns for leads in different stages of the sales life cycle. Send emails, newsletters, and/or notifications based on their online behavior. Some solutions also allow users to manually run lead nurturing campaigns and send outreach emails.

example of lead nurturing

Custom content workflows for lead nurturing in EngageBay

Reporting: View detailed reports on your sales and lead nurturing activities. Some solutions also allow users to generate custom reports and export them for further analyses.

example of reporting

Reporting in AmoCRM

Key question to ask a vendor: Will the software integrate with my email client, website, and third-party lead capturing sources such as social media and online advertising platforms?

Back to lead management software directory

*Note: The applications selected in this article are examples to show a feature in context, and are not intended as endorsements or recommendations, obtained from sources believed to be reliable at the time of publication.

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