Top 10+ Best Lead Management Software In 2022 (Free & Paid)

Tired of abandoned carts and unqualified leads? Lead Management software is exactly what you need to get your business back on track. Lead Management software is a cloud-based solution that helps organizations capture, covert, route and nourish leads thereby strengthening the marketing and sales alignment. Lead automation and assignment tools use post-click landing pages and interactive forms to ensure that important leads don’t slip your grasp. Once leads are identified and captured, they are tracked down the sales funnel through meetings, calls, chats, and other features that are packed in lead activity tracking and lead communication tools. The software has an in-built lead scoring facility whereby the accuracy of lead conversions to paying clients are predicted. Adequate routing features ensure leads are transferred to the right sales personnel based on their skill and specialization. Conversion rates, acquisition rates, and other lead management metrics are easily monitored for you by powerful analytics and reporting tools backed by advanced security options that prevent lead leaks and ensure database security. Here is a list of top lead management software that is ready to handle your follow-ups. Please take a look...

Lead Management Software

 

Our Score98/100
  • Pipedrive
  • United States
  • $12.50/month/user
  • Yes, get a free trial

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Our Score98/100
  • Freshworks
  • United States
  • $12.00/month/user
  • Yes, get a free trial

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Our Score98/100
  • HubSpot
  • United States
  • Not provided by vendor
  • Yes, get a free trial

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» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.

List of Best Lead Management Software With Ratings & Reviews

Pipedrive best crm software

1. Pipedrive– Designed to keep you selling

Our Score 98/100

About Pipedrive: Pipedrive is a CRM and sales pipeline management tool for small and medium sized sales teams. It’s built hand-in-hand by hardcore salespeople and ex-Skypers. Pipedrive organizes leads in a way you’ll always have a great overview of sales, and makes you focus on the important deals first. When firing up Pipedrive, you’ll always land on a single, streamlined view of your sales process. It gives clarity, and gets your team on the same page. Your emails, calls, and progress are tracked automatically. Pipedrive clears the way, so you can focus on doing what you do best. Because the pipeline is your starting point, Pipedrive keeps your actions on-point not off-target and your goals realistic not idealistic.

Pipedrive Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“Pipedrive has been invaluable in helping us keep our clients happy. It’s a really intuitive tool that’s easy to use and quick to master. Perhaps the most useful feature for us is the flexibility and level of integrations it has. It’s not just our CRM, it’s part of our whole sales and account management process, so the ability to talk with the other tools we use is critical.” – Guy Thornton

Pipedrive CRM Reviews

Pipedrive

United States

501 – 1000

2010

$12.50/month/user

Yes, get a free trial

4.5

2200+ Reviews

4.3

1350+ Reviews

2. Freshworks CRM – The CRM for high-velocity sales teams

Our Score 98/100

About Freshworks CRM: Freshsales is one of the best sales CRM and a lead management tool designed for high-velocity sales teams with features like built-in phone and email, lead scoring, user behavior tracking and automation, etc., on a single platform. It is also one of the leading customer support tools with over 100,000 customers worldwide. This solution aims to give a complete upper hand on gathering more leads and converting them to sales for the organizations.

Freshworks CRM Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Source Tracking

“The interface is well designed, easy on the eyes and easy to find your way around. The settings are organised into relevant subcategories and everything is easy to configure even for a novice. Importing contact data from a spreadsheet was very simple and saved us a load of time. Excellent CRM for beginners!” – Robert F.

Freshworks CRM Reviews

Freshworks

United States

501 – 1000

2011

$12.00/month/user

Yes

4.7

430+ Reviews

4.7

710+ Reviews

3. HubSpot CRM – Everything you need to sell in one integrated suite

Our Score 98/100

About HubSpot CRM : HubSpot CRM helps users to automate lead management tasks and performs all necessary marketing and sales work. One of the most prominent lead management systems, this solution tracks interaction automatically, and the dashboard shows all the deals for complete visibility. From emails to social media, it tracks potential sales wherever there is a possibility. It eases the work of marketers and allows them to speed up their marketing plans.

HubSpot CRM Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“HubSpot CRM really is a one-stop shop for marketing, from email integration and project management to blogging and landing pages. There are so many functions and a great library of resources/videos (and HubSpot Academy) to learn the basics of each part. Technical support has been outstanding, as well.” – Jodie J.

HubSpot CRM Reviews

HubSpot

United States

1001 – 5000

2006

Not provided by vendor

Yes

4.5

2590+ Reviews

4.3

4640+ Reviews

4. Copper – (formerly ProsperWorks) The only CRM recommended for Google

Our Score 97/100

About Copper : Copper is a cloud-based CRM and a lead management application that integrates entirely with G Suite tools and helps in interchanging of seamless data and contacts information associated with the email. It also includes necessary contact details like job title, phone number, company, history of interaction and other essential notes and documents. It also suggests possible contacts to make leads based on previous correspondence.

Copper Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Nurturing, Pipeline Management, Prospecting Tools, Source Tracking

“Our favorite feature is the integration to GSuite as it makes it much easier for our teams to ensure all their data is accurate and timely. We also had a great support experience with both the set-up and for any ongoing questions. Finally, the total cost of ownership for Prosperworks versus Salesforce is substantially lower.” – David G.

Copper Reviews

Copper

United States

201 – 500

2013

$19.00/month/user

Yes

4.4

360+ Reviews

4.6

430+ Reviews

5. Zoho CRM – Multichannel CRM for businesses of all sizes

Our Score 97/100

About Zoho CRM : Zoho CRM has the functionality of generating lead and contact management, but also sales pipeline management and purchase control. It is a smart lead management software that helps users, companies, and organizations to grow their business. This solution aids to sales and marketing, support and collaboration, finance and recruitment needs, etc. From tracking sales, to engaging customers and managing leads, it provides a mobile platform for real-time updates and remote friendly operation.

Zoho CRM Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“We love the robust features and ability to customize to our business cycle. We have several custom modules and custom buttons that the Zoho Engineers designed to our specifications at no extra charge! You can use it right out of the box and get great value but the customization was really the icing on the cake for us.” – Suzanne H.

Zoho CRM Reviews

Zoho Corporation

United States

5001 – 10000

1996

$45.00/month/user

Yes

4.2

3730+ Reviews

3.9

1610+ Reviews

OnePageCRM best crm software

6. OnePageCRM – #1 action-focused CRM for small businesses

Our Score 97/100

About OnePageCRM: OnePageCRM is famous for its action-focused setup. It’s a CRM system that turns an idle database into an actionable to-do list. In OnePageCRM, every contact has a task assigned next to it: users set a task, work on it, cross it out, and decide on the next one. With this action-focused approach, no lead, prospect, or client slips under the radar. OnePageCRM’s unique Next Action sales method is designed to help small businesses grow faster and more efficiently.

OnePageCRM Lead Management Features: Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“Probably the best CRM available for ease of use and, more importantly, ROI. The idea of being accountable for the next action with a prospect makes all the difference. All other systems I have tried depend on the operator. OnePageCRM makes you take the next step automatically, even if that next step is to close the process.” – Steve E.

OnePageCRM Reviews

OnePageCRM

United States

11 – 50

2010

$9.95 /month

Yes, get a free trial

4.8

60+ Reviews

4.7

50+ Reviews

ConvergeHub best crm software

7. ConvergeHub – Customer Lifecycle Management CRM

Our Score 97/100

About ConvergeHub: ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses. You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle. Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents, manage products or services, send quotations, create invoices, and more. ConvergeHub’s powerful customization and automation features let you configure and automate your own business processes and skyrocket productivity.

ConvergeHub Lead Management Features: Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“Сonvergehub has all functions for CRM that sales CRM should have. Zapier integration allows to connect it with anything. I like also in this crm: Sales pipeline, Great dashboards, Automations, Twilio integration.” – Danil V.

ConvergeHub Reviews

ConvergeHub

United States

50 – 200

2013

$11.00 /month

Yes, get a free trial

4.8

20+ Reviews

4.8

35+ Reviews

8. Deltek Vision – ERP Software for Professional Services Firms

Our Score 97/100

About Deltek Vision : Deltek Vision is a lead management system software that combines project accounting, resource management, project management, time management as well as client management in a single software. It is cloud-based and also works with on-premise deployment. It enables users to have essential business data in real time through alerts, customizable reports, and role-based graphical dashboards. It helps in finding and identifying issues that affect business performance and hinder successful implementation of projects.

Deltek Vision Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Nurturing, Lead Segmentation, Pipeline Management, Source Tracking

“What I like about Deltek Vision modules are purchasing and asset management because they allow me to track purchase orders and fixed assets; It helps me to get new business, improve performance and optimize the operations of our company. Important business data in real time.” – Nereida B.

Deltek Vision Reviews

Deltek

United States

1001 – 5000

1983

Not provided by vendor

Yes

4.1

440+ Reviews

4.0

100+ Reviews

noCRM.io best crm software

9. noCRM.io– Give your sales team the tool they deserve to close deals… much faster.

Our Score 97/100

About noCRM.io: noCRM.io is a software that helps salespeople focus on selling and supports the entire sales process. The tool aims to reduce data entry, admin, and complexity, as well as provide visibility into the status of leads and individual and team priorities. The software is designed such that it can adapt to any business that has a need to manage leads, although it’s mostly geared towards small and medium businesses.

noCRM.io Lead Management Features : Built-in Lead Capturing, Activities & Status Loop, Customizable Sales Pipeline, Email integration, Multi-level Sales Goals, Sales script generator, Built-in Prospecting, Team Management & Collaboration, Statistics and reporting, Integrations & API

“Easy to onboard and integrate into our existing sales channels. Immediate buy-in from our sales team. Posting is quick and easy. Point and click use in pipeline view makes the data intuitive. So many features left to explore to increase productivity.” – Kirk Neely

noCRM.io Reviews

You Don’t Need A CRM!

France

1 – 50

2013

$12/month/user

Yes, get a free trial

4.5

190+ Reviews

4.6

30+ Reviews

10. Salesflare – Intelligent CRM for small business selling B2B

Our Score 97/100

About Salesflare: If your sales team doesn’t like filling out a CRM, Salesflare is your best option. It’s the only CRM we know that is built from the ground up to automate and eliminate the data input we all hate. That means it will work and keep working regardless of the discipline of your team. On top of this, it’s lauded for its ease of use and ease of setup, it’s extremely affordable, integrates deeply into Google Workspace (Gmail) and Office 365 (Outlook), and offers some of the best support around.

Salesflare Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“If you want an intuitive, automated, and intelligent sales CRM, I have seen nothing that comes close to Salesflare.” – Colin Lernell

Salesflare Reviews

Salesflare

Belgium

1 – 10

2014

$29.00/month

Yes, get a free trial

4.7

110+ Reviews

4.8

180+ Reviews

11. Quick Base– The easiest way to build your own apps without code.

Our Score 97/100

About Quick Base : Businesses and organizations use this solution to turn their ideas to work in reality, making it more efficient, informed and productive. Quick Base has a significant customer base and includes half of Fortune 100 companies as its users. This lead management software allows users to create a customized business application without coding and helps in tracking and managing all the nonprofit programs, from fundraising to volunteer management, etc.

Quick Base Lead Management Features : Activity Tracking, Lead Capture, Lead Distribution, Lead Scoring, Lead Segmentation, Pipeline Management, Source Tracking

“The customization capabilities are impressive. You can create pretty much anything using this software, and what’s even more impressive is that you can gather data using this software. I used it to create satisfaction surveys (both internally and externally) and it proved to be an invaluable tool in that sense. ” – Ashley R.

Quick Base Reviews

Quick Base

United States

201 – 500

1999

$15.00/month

Yes

4.5

200+ Reviews

4.4

200+ Reviews

12. LeadSquared – Transform the way you run high velocity sales

Our Score 97/100

About LeadSquared: LeadSquared is a leading sales execution, marketing automation & CRM software built for high-velocity sales. It has helped 1000+ businesses of all sizes transform their sales processes through intelligent automation, activity tracking, and a simple mobile CRM that efficiently manages the complete field sales operations.
Marketing automation software by LeadSquared is helping 1000+ businesses worldwide push leads faster down the sales funnel and build meaningful prospect relationships.

LeadSquared Lead Management Features: Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“With the introduction of LeadSquared, the average sales per day per agent has moved up by 40% and the lead to sale has increased by 35%. And the support has been phenomenal.” – Mayank Gupta

LeadSquared Reviews

LeadSquared

United States

201 – 500

2011

$25.00/month

Yes

4.2

50+ Reviews

4.5

150+ Reviews

13. Sales Rabbit – Door to door and field sales tracking & lead management

Our Score 96/100

About Sales Rabbit : SalesRabbit, a reliable customer relationship management and a lead managing solution, developed for door-to-door and field sales teams. It has enabled users to operate at peak performance by motivating their teams, manage their resources effectively, and improve sales mastery. It allows users to perform lead tracking, leaderboards, team messaging, company branding, territory management, sales tools, GPS tracking, digital contacts, etc.

Sales Rabbit Lead Management Features : Activity Tracking, Lead Capture, Lead Distribution, Prospecting Tools

“I really like the pin feature that allows me to drop unique color pins on homes that allow me to better know which homes have been contacted and which homes have not been. This is a great resource for follow up visits. it requires a team to still makes solid notes and make sure they are working hand it hand.” – Jacob S.

Sales Rabbit Reviews

Sales Rabbit

United States

51 – 200

2012

Not provided by vendor

Yes

4.2

170+ Reviews

4.4

170+ Reviews

14. Teamgate CRM – Simply smart sales CRM with strength to power your success

Our Score 96/100

About Teamgate CRM: Teamgate is the complete customer relationship management software, designed to guide you through the entire sales process, from lead capture to customer success management. Using integrations such as; MailChimp, Freshdesk, Google Drive, OpenStreetMap, and Intercom, manage every segment of your sales pipeline in a time-saving, and methodical manner. Plus, with insightful analysis and reports, plan wisely for the future.

Teamgate CRM Lead Management Features: Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“Teamgate’s modern but simplistic interface, along with constant implementation of new features, were just a few of the reasons why the CRM software beat all competition. Thanks to Teamgate BSH now has a clearer perspective and a greater understanding of its overall business strategy.” – Peter Maripuu

Teamgate CRM Reviews

Teamgate, Ltd

United Kingdom

11 – 50

2015

$9.00/month/user

Yes

4.8

120+ Reviews

4.5

03 Reviews

15. amoCRM – Lead & Sales Management for SMBs

Our Score 96/100

About amoCRM : amoCRM is a cloud-based CRM and lead management software. It allows users to gather feedback and reports about the performance of salespersons and offers lead scoring, lead nurturing, sales analytics and email integration to boost the marketing strategy, generating more sales through leads. It gives full visibility of the sales pipeline and breaks it down based on the revenue, lead count, sales rep, and tags.

amoCRM Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“SegundoHogar.com selected amoCRM to organice leads and prospects, in differents status. This powerfull tool helps us getting better process in the company. Today, all sectors use amoCRM, customized for each one, for every need.” – Javier Boxler

amoCRM Reviews

QSOFT

United States

51 – 200

2009

$15.00/month/user

Yes

4.5

130+ Reviews

4.1

20+ Reviews

16. Vtiger CRM – All-in-one CRM for small businesses

Our Score 96/100

About Vtiger CRM : Vtiger CRM is easy to use lead management system designed for small businesses to boost business revenue and sales performance. It allows users to grow on a more prolific business and helps gather information about leads and avoids data duplication. It is an affordable CRM made to suit small organizations with constrained budgets. It tracks the marketing campaigns over time helping users in understanding the marketing strategies.

Vtiger CRM Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“Better understanding fo client needs and a more indepth knowledge of the stages in where an oportunity sits, i find very useful the cases module it help us to keep track of incidents regarding our customers. Easy To use and customize CRM Tool!”- Miguel N.

Vtiger CRM Reviews

Vtiger

United States

51 – 200

2004

$10.00/year/user

Yes

4.3

280+ Reviews

4.3

310+ Reviews

17. Creatio – Out-of-the-box processes to close more deals

Our Score 96/100

About Creatio: Creatio is a lead managing web-based software that helps in driving efficient sales processes and takes control over the customer journey from lead generation to continued sales. With, out of the box methods, it guides the users with the most effective actions, boosting revenue with a proper sales pipeline. With simple to use user experience, this software works on any device, be it a phone, tablet or a laptop.

Creatio sales Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Pipeline Management, Prospecting Tools, Source Tracking

“Creatio tools that improved our communication not just only with our clients but also with the team of our company. Is ease to use in terms of access our emails, calls, notifications and also client communications. Creatio is a tools that can meet our business needs!” – Ka Shin S.

Creatio Reviews

Creatio

United States

501 – 1000

2002

$25.00/month/user

Yes

4.8

80+ Reviews

4.6

200+ Reviews

18. BuzzBoard – Data-driven insights for marketers & sellers

Our Score 96/100

About BuzzBoard : One of the best lead management tool, BuzzBoard, uncovers data-driven insights about SMBs that helps marketers and sellers drive more meaningful conversations and gives results with increased sales across the customer lifecycle. With the application of data science and digital signals, this software helps in answering the top questions of marketers and sellers. It transforms unproductive sales into customer engagement and makes productive deals possible.

BuzzBoard Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Segmentation, Pipeline Management, Prospecting Tools

“Because of BuzzBoard I have the title that I have. It’s why I was named Digital Specialist of the Year and it’s why I’m going to Costa Rica courtesy of the company in January. It’s the reason I’m on this path. I couldn’t even begin to tell you how grateful I am for this tool; I couldn’t even put it into words.” – James Premo

BuzzBoard Reviews

BuzzBoard

United States

51 – 200

Not Found

Not provided by vendor

Yes

4.2

120+ Reviews

4.0

30+ Reviews

19. LeadFuze – Sales Prospecting Automation

Our Score 96/100

About LeadFuze : LeadFuze is a sales automation, lead management, and lead generation tool for marketers and salespersons. It aims to create top-of-funnel leads while driving more and more conversations. With the help of this solution, marketing teams use lists for retargeting and paid advertising. It is one of the best lead management solution available and does all the sales work without any fuss, thereby creating brilliant sales conversations for businesses.

LeadFuze Lead Management Features : Activity Tracking, Campaign Management, Lead Capture, Lead Distribution, Lead Nurturing, Lead Scoring, Lead Segmentation, Prospecting Tools

“Gathering contact emails used to be a labor-intensive process. Once I discovered ablity to add hundreds of leads via a few clicks in LeadFuze, then sat back and watched all of the emails roll in, I was hooked. LeadFuze saves a crap-ton of time and is worth every penny!” – Ryan Battles

LeadFuze Reviews

LeadFuze

United States

02 – 10

2014

$297.00/month/user

Yes

4.6

70+ Reviews

4.7

90+ Reviews

Get Quick Comparison of Top Lead Management Software

Lead Management Features Pipedrive noCRM.io Zoho CRM HubSpot CRM Deltek Vision Copper Freshsales Quick Base Sales Rabbit amoCRM
Price $12.50/ month/user $10.00/ month/user $45.00/ month/user Not provided by vendor Not provided by vendor $19.00/ month/user $12.00/ month/user $15.00/ month Not provided by vendor $15.00/ month/user
Activity Tracking                    
Campaign Management                
Lead Capture                    
Lead Distribution                
Lead Nurturing                
Lead Scoring              
Lead Segmentation                
Pipeline Management                  
Prospecting Tools              
Source Tracking                  

Lead Management Software Buyer's Guide

Looking for lead management software but don’t know where to begin and how to buy a great system? You’ve come to the right place. This blog will take you through everything about lead management software, including its features, costs, and benefits. We will also explore factors that make up a good lead management tool for you to select the best system out of the lot.

Does your business sell products or services? 

Regardless of your answer, the ultimate goal, more often than not, is to widen your customer base and clock in more revenues. And to do that, you plan to optimally utilize your marketing and sales funnels as every business does. But it is often seen that despite implementing all the marketing strategies effectively and putting in the best sales efforts, you miss your desired target. 

The reason? 

Poor lead management. Yes, you read that right! 

Contrary to what you may think, lead management is a significant process that lays the foundation for boosting sales. That, in turn, is critical to meeting your business expansion dreams. And lack of tact or planning in lead management can cause financial, as well as reputational, losses to your business. 

That is one of the primary reasons many businesses have turned to lead management software. But before we explore that, let’s first get the concept of a lead management right. 

» What is Lead Management?

Let’s say you have recently started your venture of an apparel store. People have flocked to your store, given the market buzz. And you are having some super busy hours of the day. 

The catch is that your store offers only formal clothing for both men and women. Now more than half of the crowd gathered at your store is unaware of this fact. Thus, they keep enquiring about men’s/women casuals and kids' clothing. That keeps two of your sales guys busy. Meanwhile, a small percentage of people are actually there to buy formals but are waiting for their turn since you and the only other attendant are busy catering to other consumers. 

What happens next? 

The long wait would frustrate your consumers, driving them off to your competitors. The remaining of your consumers leave without shopping in spite of having browsed and tried some pieces from your collection. That too after the best efforts by your salespersons in convincing them to make a purchase. 

What we see here is a classic incident of a lack of lead management. You could not cater to the interested set of consumers since you were busy trying to sell to the ones uninterested in your products from the very beginning.  

This example indicates how important it is to focus your energies on the right consumers genuinely interested in your offerings. And not keep attracting any or all consumers blindly to your business. In a nutshell, this is exactly what lead management helps you do. 

With a well-thought lead management plan, your sales team knows where each prospect stands within your sales funnel. That, in turn, enables them to create a personalized action plan of customer acquisition & engagement in a way that drives sales. The result is an efficient conversion process that is both smoother and repeatable. 

In simple words, lead management definition can refer to organizing incoming leads from multiple channels to identify your potential customers who would generate business for you. It tells you which leads deserve the investment of your time, money, and resources. 

» What is Lead Management Software?

A standard sales process would have your business gather leads from multiple sources, including website forms, emails, and social media. The next step is to manage these leads: identifying sales-ready leads from the ever-growing list of leads, followed by nurturing and converting them into deals. Now imagine doing all of that manually. It becomes a time-consuming and hectic process, which you have to do over and over as a business.  

A lead management solution with its integrated technologies simplifies and automates, to a certain extent, this entire lead management process for your business. 

From qualifying leads to analyzing and nurturing each of them, the system is designed to streamline the lead-to-consumer lifecycle throughout the sales process. 

Using the software, your sales team can capture and track leads from a single place till they either achieve successful conversion or get rid of the unwanted leads from the system. 

Think of lead management software as your centralized platform for lead management, lead data organization, lead scoring and segmentation, performance reports and analysis, and a repository of communication between your leads and sales team. 

» What are the Top Features of Lead Management Software?

While different lead management systems provide varying sets of features, there are some common critical features found in all of them. Here is a list of those:  

    • Lead capture

One of the essential lead management software features, automated lead capture, helps you identify & gather leads from across your sales channels. This includes website forms, emails, landing pages, and social media. Using this component, it becomes possible for you to gather vital details of your prospects, such as their name, buying preferences, and contact details, and store them all in one place. 

The data captured can then be used to carry out targeted marketing campaigns.      

    • Activity tracking of leads

You might have the best sales team. Yet it is practically impossible for your sales representatives to keep track of every single client interaction they may have. That increases the chances of losing out on many opportunities. That’s why lead management software for small businesses includes lead activity tracking in its offerings. 

With activity tracking of leads, you can monitor your opportunities as they move through the funnel of your sales process hassle-freely. Besides, you can store all the crucial details in the system, from recording details of your in-person chats to telephonic communication to emails. 

The best part? You don’t need to ask customers or prospects to repeat the details of their requirements/preferences. Simply log into the system and access the data you need. 

    • Lead scheduling 

The bigger the organization, the more the clients. And hence, the greater the chances of delayed follow-ups and missed responses. A problem that the lead management system solves with its lead scheduling tool. 

With the scheduling capability, your sales representatives can schedule responses to qualified contacts and send auto replies for product or service inquiries on time. They can also set follow-up reminders. That ensures no opportunity that enters your business database slips away. 

    • Lead scoring

Picture this. You gathered a list of prospects from a networking event which you forwarded to your sales team. The team, despite acting upon the list immediately, fails to sell your products & services. Wondering why? Because you skipped the process of lead scoring - an important part of the lead management cycle.  

Since the manual technique can get cumbersome, every decent lead management solution offers a lead qualifying and scoring function. In simple words, the system would score the leads based on their interests in your offerings. As a result, you can distinguish hot leads worth your investment in a pool of opportunities, prioritize the same, and begin conversion efforts on time.    

    • Smart routing

Manual routing of your business leads not only takes much of your time but is also prone to errors. Besides, failure to contact the leads on time can cause significant losses. That’s where  reliable lead management software can chip in to make all the difference. With its smart routing feature, the software allocates every opportunity to its best-suited sales representatives automatically using the preset determinants. That ensures each lead reaches the right personnel, making way for a prompt follow-up or response and more potential for conversion.       

    • Lead nurturing

Keeping all your leads engaged and interested in your offerings, irrespective of the stage they are in within your sales funnel, is easier said than done. However, using a trusted lead management tool makes it simpler with its robust lead nurturing functionality. The tool, using powerful segmentation, lets you cater to your leads according to their interests, history, and preferences. That helps you establish an authentic bond with all your clients to keep them coming back to your business. 

    • Automated integrated marketing 

A lot of the leading lead management systems streamline your marketing efforts through their integrated, automated marketing functions. The software can integrate consumer information for you dynamically, accelerating your marketing campaigns to fulfill your sales goals. 

    • Communication tools

Since it is important for your team members to have seamless internal communication, almost all the best lead management systems include powerful communication tools. Whether it is relaying information about prospects or keeping each other updated, prompt interactions among team members facilitate a coherent sales process. 

Apart from that, many solutions also pack in an external communication facility. That means your sales guys can interact with clients from the same platform, eliminating the hassles of switching between different tools. 

    • Reporting & analysis 

Simply gathering and managing data won’t take your business anywhere. Hence, smart analytics and reporting make for one of the common features found in lead management software. Thanks to this capability, you can track your conversion rates, acquisition statistics, and other critical metrics as frequently as you require. It provides you with actionable insights on how your campaigns & lead efforts are performing and where you need to improve.  

» What are the Benefits of Lead Management Software?

Using lead management software makes your sales funnel super-efficient and organized. And it doesn’t stop there. The system brings with it a host of benefits. What those advantages are, let’s dive in deeper to discover.  

    • Assurance of effortless lead capture

No matter how proactive your salesperson might be, it is nearly impossible for them to capture and record leads from multiple sources accurately. There is a strong potential of leads falling through the crack. However, a lead management system removes that risk with its systematized and automated lead capture functions. Whether it is online sign-ups from multiple channels or in-person leads, the tool ensures your pool of opportunities is always in place.  

    • Ability to distinguish between sales-ready & unfruitful leads

Lead management software packs in an immaculate filtering process that helps you qualify to lead faster and more effectively. In other words, you can recognize which leads are ready for your salespersons to chase and which ones require more nurturing. It helps you and your sales team to steer clear of investing your efforts in converting leads that are not yet ready to become your clientele. 

    • Strategic lead nurturing

With a lead management tool, you know the stage each of your leads is in, at any given moment, in your sales funnel. That helps you nurture them accordingly with thorough customization, say, through email marketing, personalized offers, or interaction on socials. It helps the prospects in the beginning stages of a buyer’s journey, increasing the likelihood of them becoming your customer.   

    • Powerful lead tracking

An effective lead management solution comes in with a robust tracking mechanism. That enables you to monitor all the leads entering your lead database from multiple channels in a hassle-free and tactful manner. By continual tracking, you can improve the experience of your opportunities which, in turn, boosts the conversion possibilities.  

    • Time saver

Lead management software brings automation to a lot of your standard, manual processes. Administrative tasks, such as entering leads into the database, can be automated by easy imports/exports. As a result, you are able to save valuable time to focus on more critical business operations.   

    • Actionable insights

Leveraging the advanced lead tracking functionality of the software, you are able to gather vital analytical data critical for lead conversions. In addition, these actionable insights can help you make more effective business decisions and timely modifications to your existing campaigns & processes. It also helps map a better consumer journey.  

    • Real-time reporting

With a lead management system comes along real-time reporting capability, giving you a quick lowdown on what is working in your sales funnel and what is not at any given time. That way, you always stay in control when it comes to optimizing the good-performing channels and scaling down the less efficient ones. 

    • Better team coordination

As a lead management solution comes into the picture, it lowers the scope of miscommunication and errors in the to-and-fro of information between team members. The system often includes tools for seamless internal communication, keeping each member of your team always aligned and updated about each new development. 

» What are the Things You Should Consider When Choosing a Lead Management Software?

Purchasing an ideal lead management solution can be tricky as there are so many options out there. Here are a few factors you must tick off your list when finalizing a system for your business:  

    • Features & functions

What kind of features does the software offer? Where does it scale in terms of functionality and performance? Find answers to these questions. The more it ranks in terms of features, functions, and performance, the better the system is. 

    • Ease of use

Being loaded on the features aspect doesn’t mean the system has to be complicated. Ensure that the software you choose is simple to grasp and easy to use for your workforce. 

    • Customization 

Every company has its unique set of requirements. Therefore, it is imperative to go for a lead management tool that offers ample scope of personalization to adapt to your business processes.   

    • Scalability 

Switching to a bigger, better solution as your business grows is neither feasible nor cost-effective. That’s why you must choose a lead management system that can scale along with your business, accommodating your growing requirements. 

    • Integration 

Every business leverages multiple tools to smoothly carry out its operations. Hence, it is only wise to buy lead management software that offers easy integrations with other leading business tools as well as third-party solutions, for example, CRMs, accounting software, and marketing tools

    • Cost 

Cost is a prime factor that drives buying decisions. Check whether the price of the system justifies the offerings it brings to the table. Also, don’t forget to clarify the cost of regular maintenance and update releases, if any. 

    • Vendor support

Before picking a solution, find out whether the vendor is offering support services, such as software installation, training, prompt support, and ongoing maintenance. If not, you may have to shell out extra money for these services, which may increase your budget. Hence, choosing a vendor who provides an all-inclusive package is always a good option. A few extra bucks a year are better than spending hundreds or thousands for each additional service/support.  

» How Much does Lead Management Software Cost?

Like every software solution, the pricing of lead management systems varies from vendor to vendor. Moreover, the cost is determined based on multiple factors, including but not limited to the system’s features, functionalities, scalability and customization options, number of users, customer support, and the maintenance services provided by the vendor post-deployment. 

To give you an approximate idea, a lead management software system can cost you as low as $15 a month to a whopping $1500 - $2000 a month. Opting for standard solutions can be cheaper for your pockets, but they would only offer limited features. If you are looking for a comprehensive solution for your business with a solid set of functions and performance, expect the pricing to be high. 

In the end, though, the lead management cost depends upon your distinct requirements and what you want to achieve out of the system. The good thing is that there are many vendors in the market providing personalized pricing packages based on your needs.   

» Conclusion

Acquiring and managing leads is a hectic, time-consuming, and ongoing task. Besides, handling it manually only increases your headache, along with the chances of losing out on opportunities. That, in turn, can hamper your business stability & growth. The most logical way to avoid such a scenario is by switching to a lead management software solution. 

A lead management tool will streamline lead capture, scoring, and segmentation activities for you. Besides, it would also automate lead routing and other admin tasks, saving you a lot of time and resources. With a more organized lead database, it becomes possible for you to go after the right opportunities at the right time with the right approach. The result? You not only get to boost your conversion rates and revenues but also achieve your business expansion goals consistently.   

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