Lead Management Software
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Compare the Top Lead Management Software of 2021
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Lead Management Software Guide
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.
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1
Weave
Weave
Why use 8 systems when you could just use one complete package? Weave makes patient, customer and client communication easier and faster while working in and outside of your office (super helpful during COVID). Stop worrying about missed calls, appointment reminders, payment requests, and cancelled appointments - Weave improve every point of contact.
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2
CallRail
CallRail
CallRail is here to bring complete visibility to the marketers who rely on quality inbound leads to measure success. Our customers live in a results-driven world, and giving them a clear view into their digital marketing efforts is a first priority for CallRail. We see the opportunities in surfacing and connecting data from calls, forms, chat and beyond—helping our customers get to better outcomes.
Starting Price: $45.00/month -
3
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 -
4
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!
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5
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.
Starting Price: $65 -
6
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 -
7
GoldMine CRM
Ivanti
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 -
8
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.
Starting Price: $49 user/month -
9
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 -
10
User.com
User.com
User.com is a full-stack marketing automation software for all your messaging and relationships with customers. User.com is a single platform with many features providing you with easy-to-use, robust tools for marketing, sales, and support teams. Use the various features to send consistent communication to your customers across a variety of channels, from email marketing, live chat, web and mobile push, SMS messaging, call centers, and more, turning every visitor into happy customers. See every piece of data and measure everything with all activities organized in a single place, that can be customized to show only essential metrics as you determine, to make actionable decisions easy. Ready to check it out? Sign up for a free 14 day trial now at User.com →
Starting Price: $49.00/month -
11
SharpSpring
SharpSpring
SharpSpring is a comprehensive marketing automation platform with robust features, functionality and performance. SharpSpring is one of the most flexible platforms on the market, offering powerful, behavior-based email marketing, native or 3rd party CRM integration, dynamic forms, landing page and blog builders, social media management, universal CMS compatibility, and integration with hundreds of applications. SharpSpring is usually less than 1/3 the cost of the competition, is the easiest company to work with and the easiest platform to use. Marketing agencies should inquire about SharpSpring's special partner program.
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12
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 -
13
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, set Next Actions. All you need to close a contact is on one scrollable page - Send personalized emails in bulk with pre-saved custom email templates - Build deals and send quotes in seconds - Save time with smart sales automation features - Clip leads in a click from anywhere on the web and automatically add them to your sales CRM - Generate and send custom activity reports - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp & Mailchimp forms, Unbounce, Wufoo, Xero, Help Scout, Evernote, Google Apps, Zapier, and more! - World-class support: email, phone & chat
Starting Price: $12.00/month/user -
14
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.
Starting Price: $20.00/month/user -
15
T-Max Predictive Dialer
T-Max Dialer & Communications
Unlimited Calling - FREE TRIALS T-Max Predictive Dialer, an inbound and outbound CRM dialing system, is ideal for debt collections, marketing, and sales teams. With T-Max Predictive Dialer, users can reach as many live contacts as possible at one time by dialing up to five numbers at once. T-Max Predictive Dialer's automated system enables users to reduce the time to take on busy signals, wrong numbers, or no answers and instead aim to connect all receivers to a live agent at first contact. Managers can use monitoring to listen to agent calls, barge in or take over calls for QA or to help close the call. If you need a hosted auto dialer VOIP phone system with power dialer, preview dialer, sip phone, webphone, voicemail drops, local caller ID, call center, text to speech, and telemarketing capabilities We also have Voice Broadcasting Auto Dialer Trials. Compatible with ANY CRM including Salesforce, Zoho, & Monday
Starting Price: $100.00 per month -
16
Flowlens MRP Software
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 -
17
SMART Software
SMART
Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.
Starting Price: $74.99 -
18
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.
Starting Price: $25.00/month/user -
19
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.
Starting Price: $12.00/month/user -
20
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.
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21
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.
Starting Price: $39/month for 5 users -
22
Pipedrive
Pipedrive
Welcome to the simpler way to sell. Pipedrive is CRM software that makes your life easy, for less legwork and more sales. Let us track your sales conversations, eliminate admin tasks, get you more leads and uncover how you win, because your day belongs to you. Join more than 100,000 sales teams around the world that use the CRM rated #1 by SoftwareReviews in 2019. Start your free 14-day trial and get full access – no credit card needed.
Starting Price: $12.50/month/user -
23
Airtable
Airtable
Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.
Starting Price: $12.00/month/user -
24
Bitrix24
Bitrix24
Activity stream, group chat, calendars, workgroups and other collaboration tools at your disposal. Bitrix24 helps you plan and execute your projects on time every time. Available online and on-premise with open source code access. Collaborative task management for teams large and small. Time tracking, reminders, reporting, templates, task dependencies and more. The world’s most popular free CRM by number of users (6 million companies and growing). Outstanding real time assistance tools that keep customers happy and coming back for your goods or services. Stunningly beautiful websites, landing pages and online stores that can be created by anyone without writing a single line of code. Free domain name and hosting is included. You can use the self-hosted version of Bitrix24 to run on your server. You get full control over data, source code access, and additional tools, such as helpdesk and e-learning, as well as integration and customization options.
Starting Price: $24 per month -
25
Freshworks CRM
Freshworks
Stop juggling multiple tools. With the new AI-powered Freshworks CRM (formerly Freshsales and Freshmarketer), get a 360° view of your prospects and customers with the combined power of salesforce automation, marketing automation, chat, and telephony - in a single solution. With Freshworks CRM, powered by Freddy AI, discover the best leads, boost customer engagement, drive deals to closure, and nurture existing customers with a smart, comprehensive solution. Give your sales team access to a better CRM with Freshworks CRM. A feature-packed CRM and lead management software, Freshworks CRM empowers high-velocity sales teams to win more opportunities and take the guesswork out of sales. The platform features built-in phone and email, task management, appointments and notes, user behavior tracking, reporting, deal management, and so much more. Have conversations with context. Generate more opportunities. Attract visitors, convert them into leads, and more.
Starting Price: $29 per user per month
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?
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.
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 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.