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Lead Management Software

Compare the Top Lead Management Software of 2021

Lead Management Software Guide

What is Lead Management Software?

Lead management software allows companies and sales representatives to optimize the process of collecting and tracking sales leads and customer information. Compare the best Lead Management software currently available using the table below.

  • 1
    Claritysoft

    Claritysoft

    Claritysoft

    Claritysoft's flagship solution, Clarity CRM, delivers a unique blend of simplicity, utility, and flexibility. Clarity CRM provides powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost.
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    Starting Price: $39.00/month/user
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  • 2
    Freshsales

    Freshsales

    Freshworks

    Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.
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    Starting Price: $15 per user per month
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  • 3
    Copper

    Copper

    Copper

    Use G Suite? Then You Should Use Copper. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.
    Starting Price: $25 per user per month
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  • 4
    LeadsBridge

    LeadsBridge

    LeadsBridge

    LeadsBridge is an iPaaS solution that enables companies to enhance their omnichannel strategy by orchestrating their business data. LeadsBridge fulfills your integration needs, focusing on bridging gaps between advertising platforms and sales funnels, and delivering tailor-made integrations made upon your business needs. The LeadsBridge platform is suited for companies that want to streamline their advertising activities by integrating the marketing technology stack with Facebook & Instagram Ads, Google Ads, and LinkedIn Ads. With more than +370 out-of-the-box integrations available at the moment, you can easily connect your chosen software with your advertising platform, seamlessly synchronizing data for your marketing workflows. LeadsBridge main features include: - Lead Sync - Audience Targeting - Online to Offline Tracking - Platform to Platform - eCommerce Synchronization - Tailor-Made integration
    Starting Price: $29
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  • 5
    Naranga

    Naranga

    Naranga

    Naranga is the leading franchise management software that is making operations easier and saving thousands of dollars for hundreds of franchisors across the globe. Brands like Edible Arrangements, Inspire Brands, Honey Baked Ham, Painting with a Twist, Outdoor Living Brands, Dwyer and Floyds Barbershop trust Naranga to help manage their business. Built by a franchisor for franchisors, Naranga is a one stop solution for all your franchising needs. Our franchise solutions assist with on-boarding new franchisees, centralize operations, communications, lead management, brand standards, and POS. Naranga has added 200 new brands in 2017-2018 alone. With 300+ total brands, we offer the simplest, most intuitive solutions on the market today. #SimplySucceed #PartnerOverProvider
    Starting Price: $5/location
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  • 6
    vtenext

    vtenext

    vtenext

    vtenext – the CRM for Digital Innovation Transform and Innovate your company with vtenext. It allows you to engage your customers into your business processes using a specific technology. It can also be used to manage processes generated by internal customers. The most important advantages of adopting vtenext are: - Improving the Return On Investments (ROI) - Facilitating internal communication by breaking down internal barriers - Having a 360° knowledge of the customers - Designing, automation and digitalization of internal and external processes - Acquiring a Lean management method - And many more!
  • 7
    AutoRaptor CRM

    AutoRaptor CRM

    AutoRaptor

    AutoRaptor provides independent and BHPH dealerships with our powerful, reliable, and easy-to-use CRM software. AutoRaptor outperforms other CRM software with intuitive features that help independent dealers to stop missing sales opportunities and grow their business. AutoRaptor CRM gives dealers features such as: robust automation, email and text marketing, license scanner, reporting insights, and third-party integrations, all of which are designed to improve their sales team’s productivity by ensuring they focus only on the best leads. Our Support Team is one of the best in the industry, providing dealers with an added value that they didn’t even realize they needed!
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    Starting Price: $399.00 /month
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  • 8
    Capsule

    Capsule

    Zestia

    The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.
    Starting Price: $18 per user per month
  • 9
    Driftrock

    Driftrock

    Driftrock

    Capture, track and convert leads from 20+ sources 1. Connect or create 20+ lead sources, Driftrock forms and chatbots. 2. Track every lead from source, ad or keyword through to conversion, lead validation and campaign optimisation to increase lead quality. 3. Increase list conversion rate with segmentation and automated audience nurturing. 4. Keep your CRM in sync with Facebook, Google and LinkedIn Custom Audiences.
    Starting Price: 149
  • 10
    Pipeliner CRM

    Pipeliner CRM

    Pipelinersales Corp.

    Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.
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    Starting Price: $25
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  • 11
    Zomentum

    Zomentum

    Zomentum

    Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.
    Starting Price: $99/month (up to 2 users)
  • 12
    1CRM

    1CRM

    1CRM Systems Corp.

    1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, you can manage your orders, calendar/email, projects, marketing, customer service and more! Highly customizable to suit the unique needs of your business, 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go!
    Starting Price: $13.00/month/user
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  • 13
    Less Annoying CRM

    Less Annoying CRM

    Less Annoying CRM

    Less Annoying CRM is a basic contact chief developed from the beginning private companies. Deal with your contacts, drives, notes, logbook, to-do's and that's only the tip of the iceberg, all from one straightforward web application. Our item is established on three center standards: straightforwardness, reasonableness, and exceptional client benefit. All clients get a boundless free 30-day trial to thoroughly test each part of the CRM, and client benefit is constantly free through the telephone and email if clients have questions.
    Starting Price: $15.00/month/user
  • 14
    GoldMine CRM
    GoldMine has removed the headaches of many CRM platforms. Because our interface is so common, your employees will feel right at home. Less time training means more time doing. Don’t “rent�? your CRM System when you can OWN it and save BIG. Most companies save up to 70%. With one easy payment, its yours…forever! Take control, save money and have peace of mind you will never get “shut off�?. CRM becomes much more powerful when you combine it with other powerful apps. Our cloud option will give you universal access with one login. Here are some popular Add-On applications. It’s your data and you need to keep it protected. We understand that. That’s why we have partnered with leading hosting providers who back up your data, protect it from intrusion and are compliant with certain data storage practices.
    Starting Price: $60 per user per month
  • 15
    CallShaper

    CallShaper

    CallShaper

    CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, telemarketing, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst maintaining compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.
    Starting Price: $75 per month
  • 16
    Lusha

    Lusha

    Lusha

    Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. B2B engagement is based on trust. Lusha helps you build that trust using simple tools that allow you to enrich and verify business profiles. Today, over 250,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis. Our customers range from small and medium businesses to enterprises including Google, Amazon, Salesforce, and Apple, to name but a few.
    Starting Price: $0
  • 17
    monday.com

    monday.com

    monday.com

    Simplify the way team works with monday.com, a cloud-based team project management solution. monday.com caters to small to mid-sized businesses in different industries. With monday.com, users can manage different projects and ensure sharing of knowledge among team members. monday.com features a collaborative environment that enables users to create a knowledge base, share files, communicate, make image designs, and more. monday.com also integrates well with different third-party applications like Google Drive, Dropbox, and more.
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    Starting Price: $39/month for 5 users
  • 18
    Veloxy

    Veloxy

    Veloxy

    VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.
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    Starting Price: $49 user/month
  • 19
    OnePageCRM

    OnePageCRM

    OnePageCRM

    OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls and notes, add deals, monitor Activity. All you need to close a contact is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Build deals and send quotes in seconds - Save time with smart sales automation features - Capture leads in a click from anywhere on the web - Generate and send custom activity reports - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat
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    Starting Price: $13.50/month/user
  • 20
    VipeCloud

    VipeCloud

    VipeCloud

    VipeCloud is an all-in-one sales and marketing customer relationship management (CRM) solution designed to help small to midsize businesses streamline marketing operations and track sales. Key features include lead generation, prioritization, social sharing, multi-channel communication, engagement analytics, and autoresponder. VipeCloud brings with it the support you need to acquire more customers. With email marketing, marketing automation, and a sales CRM all in one easy to use app, you and your team will rapidly accelerate your growth. Empower your sales team to prioritize the hottest leads with workflow automation and lead scoring. Grow your sales with a simple marketing-to-sales hand-off. Rest easy knowing our industry-leading US-based support team has your back every step of the way.
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    Starting Price: $20.00/month/user
  • 21
    Lucep

    Lucep

    Lucep

    Increase sales from digital marketing and social media by connecting leads to sales agents instantly. Find out how to digitally transform your distribution channels. Used by the world's top automotive brands and dealerships, insurers, real estate companies, digital marketing agencies and thousands of small businesses for lead capture, tracking, gamification, and increasing conversions. Engage customers on Facebook, your website, email and other digital channels, and move them to the phone to increase conversions.
    Starting Price: $10.00/month/user
  • 22
    Flowlens

    Flowlens

    Flowlens

    Flowlens is cloud manufacturing CRM and MRP software for Small - medium sized manufacturers and dealers of equipment, machinery, plant and industrial systems. Flowlens gives you: - one place for your business - sales, inventory, purchasing - production, profitability - after sales service and asset history - CRM / Supplier management - tasks, uploads, email tracking - automatic document creation Flowlens links to Xero, Quickbooks Online, Sage 50 and Kashflow accounts packages, enabling data to be seamlessly transferred without manual rekeying. Flowlens customers typically migrate away from manual repetitive processes, spreadsheets and hours of effort, to enjoy savings of a day a week or more per person. Visit our website to watch case studies and view a full demo webinar video. Manufacturers and dealers wishing to learn more can avail of a free trial for 2 weeks, with expert help included. Flowlens also provides expert implementation and training packages.
    Starting Price: $149 per month
  • 23
    Salesforce

    Salesforce

    Salesforce

    Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.
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    Starting Price: $25.00/month/user
  • 24
    HubSpot CRM

    HubSpot CRM

    HubSpot

    At HubSpot CRM they care about how sales teams perform from top to bottom, not just sale. Their full-suite platform gives users a better focus by eliminating unnecessary data-entry, the automated data sorting and collection function provides an intuitive layout for each contact. Metrics are immediately improved because of the streamline sales process, giving leaders a better outlook on business projections. In addition, features like Lead Scoring, Marketing Automation, Referral Tracking, and Sales Pipeline Management are also some of the top-notch tools available within the suite.
  • 25
    Zoho CRM

    Zoho CRM

    Zoho CRM

    Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.
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    Starting Price: $14.00/month/user
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Lead Management Software Buyer's Guide

While numerous sales force automation (SFA) and customer relationship management (CRM) vendors possess software with the ability to manage leads, some have expertly designed solutions specifically tailored to this need. Lead management software offers companies a way to automatically track leads and help nurture them in hopes of turning these leads into buyers.

A variety of lead tracking softwares exist that offer lead management CRM capabilities. To help sort through the numerous choices, read on for an extensive guide covering the types of buyers that typically evaluate software like this, standard features found in these systems, and important factors to consider prior to making a decision.What Is Lead Management Software?

What Is Lead Management Software?

CRM systems assist companies in gathering and sorting information on potential and existing clients to improve organization, build client bases, and manage relationships. Lead management software takes this concept a step further by automating the tracking and movement of leads from start (acquisition) to finish (conversion). This increases efficiency, qualification, and conversion rates.

CRM lead management involves processes that integrate unqualified contacts and opportunities from a variety of sources such as sales intelligence tools. The outputs of these processes are then sorted, qualified, scored, prioritized, nurtured, and augmented. The results from these outputs then get distributed among indirect, direct, and digital commerce sales channels so additional action can be taken.

Lead Management Software vs. CRM: What Are the Differences?

Lead management software and CRM share a great deal in common. Both help manage current and prospective clients and track any interactions. However, all CRMs are not necessarily lead management systems. They are certainly good tools for lead management, but the majority of CRMs fail to offer a high level of visibility and sales process automation. Although they are technically lead management programs, the majority of CRMs fail to offer sales process automation on par with the top lead management programs. The biggest distinguishing factor between a true lead management program and a CRM solution comes down to pipeline management.

What Is Pipeline Management?

Also known as a sales funnel, the sales pipeline is each stage of the sales process shown in graphical representation. The beginning of the sales pipeline, or the very top of the funnel, will have a large volume of inquiries. Only a portion of these inquiries will qualify to move another step down. As the sales process progresses, each step leads to an increased number of contracts exiting the funnel. When a deal closes -- the very bottom of the funnel -- the client exits the funnel. Pipeline management refers to the process of streamlining and managing this entire process.

In terms of software, true pipeline management is generally a result of CRM integrated with some type of marketing automation. Marketing add-ons may be offered by certain vendors, but most CRMs currently available are nothing more than glorified Rolodexes. This may be suitable for smaller businesses with minimal clients and competition. However, growing companies or larger businesses will want to take advantage of proven, measurable programs that can be repeated to promote the growth of the company.

Lead Management Software Features

Common Features

Although features vary among vendors, the following aspects are quite common among the majority of lead management systems:

  • Lead capture: This feature helps generate data from leads. These leads are typically captured through forms placed in strategic locations on your company's site. These leads are then scored and nurtured to promote quicker sales.
  • Lead storage and distribution: This feature enables businesses to manage captured leads through numerous channels such as web forms and email. The leads get stored in a database to be evaluated. Leads then get distributed according to specific criteria to the appropriate employee.
  • Lead nurturing: Nurturing tools allow businesses to keep track of the status of their leads and automate the follow-up process. This strengthens and maintains the professional relationship until the lead makes a purchase.
  • Lead scoring: This process grades leads according to specific factors to determine those with the highest potential to end in a sale. This process is facilitated by lead management software by sorting leads according to a variety of attributes such as online behavior, demographic, job title, and more.
  • Lead segmentation: The lead segmentation process sorts leads into numerous categories according to geography, job title, qualifications, industry, or other factors. This practice is particularly effective in targeting leads since it sends the right service, product, or message to the appropriate lead.
  • Lead analytics and reporting: Making and studying lead reports gives companies a better look at sales and marketing results. This helps generate an understanding of which campaigns have the highest success rates and which leads are being converted at the highest rates.
  • Pipeline management: This tool makes it possible for companies to track the status of potential leads or clients. It also helps make the sales process more understandable as well as managing and assessing any sales opportunities during the sales cycle.

Expected Benefits

  • Streamlined lead lifecycle - True lead management systems automate the lead lifecycle. This prevents leads from being accidentally overlooked while also ensuring they are followed up on promptly to boost the possibility of conversion.
  • Improved lead prioritization - Software that evaluates and scores leads, marketing teams, and sales help boost the efficiency and speed of conversions by pinpointing the leads with the highest chance of a possible sale. By using software to evaluate and score leads, sales and/or marketing teams can increase the speed and efficiency of conversions by highlighting those leads most likely to result in a sale.
  • Customer data capture - A quality lead management system assists companies in capturing any interactions a lead has ever had with the company. This database of customer info will come in handy for cross sales or additional marketing. Lead data can be analyzed in order to know how a lead became converted to a customer. Lead management software also ensures all data remains uniform, meaning sales reps can easily know what information is readily available.

Buyers: What Type Are You?

B2B buyer - B2B buyers are employed by firms that sell their services and products to other businesses, not consumers. Since the sale's lifecycle of these interactions tend to be longer than others, it is essential for B2B buyers to have strong lead scoring and nurturing tools. This ensures the growth of the relationship with prospective clients.

B2C buyer - Companies that sell directly to consumers tend to benefit from lead tracking software that helps prioritize and organize large amounts of individual consumer data. B2C buyers also require analytic features to identify and understand consumer information.Lead Management Software Benefits

Lead Management for Small Businesses

Each prospect becomes even more important the smaller a company is. Additionally, since smaller companies generally have smaller budgets, any potential software solutions must be justified by substantial ROI. Given these factors, lead management software that deals with smaller companies is typically customized to the businesses specific use or industry. These programs offer a wide range of functions to specifically accommodate the business.

Take realtors for example. In many cases, they are the sole person responsible for obtaining and managing leads, showing houses, filing paperwork, and many other tasks. Often, realtors rely almost entirely on their websites to do the majority of their prospecting work. However, this method lacks the ability to track leads and referrals once they are captured. Many CRM programs that are created specifically for realtors are an excellent example of lead management software. These programs provide pipeline management and a variety of robust marketing tools.

Lead Management Programs for Enterprises

Lead management programs for large scale businesses are similar in design to those created for smaller companies. CRM programs specified for larger companies generally include more functionality. Systems focused on small businesses tend to focus on the breadth of functionality whereas large scale businesses rely more on depth. Rather than a small business program that has an all-in-one focus on things like pipeline management, marketing automation, document management, and more, enterprise scale operations include a central hub that keeps track of leads from any source. Properly establishing a campaign and integrating the tools can take time, but it is worth it.

Marketo and Pardot are good examples of lead management programs suited to enterprise level operations. These programs take a far deeper approach to channel management and lead tracking than other small business programs. Many larger companies use a lead management program or marketing automation as the main base for tracking potential clients, following up on leads, website interactions, monitoring email activity, and more.