10 BEST Lead Management Software | Free/Paid (2022 Update)
Lead Management is a collection of methods, processes, and practices to acquire new clients for a business. All businesses require simplified tools to acquire and maintain the customer database and generate more sales leads.
Lead Management Software helps businesses to manage their leads and contacts. It allows you to track the progress of leads, contact information, and sales activity. It also helps you identify which campaigns are working best and optimize your marketing efforts accordingly.
Here is a curated list of Top Lead Management Software with its popular features, pros and cons, key statistics, and website links. The project management software list contains both open source(free) and commercial (paid) software.
Best Lead Management Software
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| Name | Monday | Pipedrive | Act! CRM | ClickUp | Keap |
| Features | ✔️ You can collaborate with your team in one shared workspace. ✔️ It helps your team to stay on track with sprints. |
✔️ Create buyer personas using custom information fields. ✔️ It captures leads and converts them into happy customers. |
✔️ It helps you to keep all your contact & customer details ✔️ It helps you to generate repeat clients and build even stronger relationships. |
✔️ You can sync with Google Calendar. ✔️ It enables you to sort tasks by project. |
✔️ Keap offers a dashboard to track the sales lead process. ✔️ It allows clients to make payments with a single click. |
| Price | Free Forever Plan | 30 Day Free Trial (No Credit Card Required) | Free Trial | Free Forever Plan | Free Trial |
| Review/Rating |  4.7 |
4.5 |
4.6 |
4.4 |
4.5 |
| Link | Visit website | Visit website | Visit website | Visit website | Visit website |
1) Monday
Best For: Managing the customer data, interaction, and processes for small and large businesses.
Monday.com is a CRM software application that helps you manage customer data, interactions, and processes. This lead management software allows you to manage these things the way you like. It helps you in project management, sales, CRM, task management, etc. Monday also allows you to build and customize the dashboard as per your needs. This lead management software has automation capabilities to help you with repetitive tasks.
Features:
- You can collaborate with your team in one shared workspace.
- It helps you to plan, execute and track projects of any size.
- Collaborate seamlessly across teams and departments.
- Integrations with dozens of platforms like Slack and Google Drive.
- 100% customisable and flexible to fit any workflow.
- It helps your team to stay on track with sprints.
- It provides services in multiple languages.
Key Statistics:
- Free Trial: Yes
- Pricing: Four Pricing plans: 1) Individual – $0 per month, 2) Standard – $10 per month, 3) Pro – $16 per month, 4) Enterprise/quote-based.
- Support: Email, chat, and support ticket.
- Supported platforms: Windows, Mac, iPhone, Android, and web.
Pros
- It helps you gain insights and gives a clear overview of sales, processes, and performance.
- It allows you to set automatic reminders due-date notifications and assign new tasks.
- You can capture the lead online through the integrated contact form.
Cons
- Allow you to toggle between the views.
- It doesn’t offer features for setting up recurring tasks and mind mapping.
2) Pipedrive
Best For: It manages sales and provides a detailed and clear picture of their existing and historical deals.
Pipedrive CRM software empowers you to nurture leads into paying customers. This tool helps you to automate busywork, monitor multiple complex sales strategies, and combine lead data in a single platform.
Pipedrive has wonderful features of pipeline management, Email integration, Activities Management, Data import-export, Sales reporting, and forecasting. It is one of the best lead management software that helps you manage sales and offers a detailed and clear picture of their existing and historical deals.
Features:
- You can make strategies and repair broken processes with broad and granular reports.
- It manually updates records and gives them time to focus on lead nurturing.
- You can organize lead segments by location, buyer behaviour, touchpoints, and communication history.
- This lead management solution helps you to ensure privacy and secure data use at all times.
- It captures leads and converts them into happy customers.
- It helps you to log customer information across various touchpoints.
- This lead tracking software helps you track social media outreach efforts and analyse email marketing campaigns.
- You can identify notable sources of leads and retarget lead generation efforts.
- Create buyer personas using custom information fields.
- It helps you to determine your most valuable contacts with lead scoring.
- It enables you to centralize important documents and product information into one hub.
Key Statistics:
- Free Trial: No
- Pricing: 1) Silver: US $12 .50 per month 2) Gold: $24.20 per month 3) Platinum: US $49.17 per month.
- Supported platforms: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Pros
- Select metrics to customize your dashboard.
- This lead tracking tool empowers reps to reach out with easy access to lead information.
- You can prioritize essential sales leads and patch holes in your sales processes.
- Delegate tedious admin to powerful automation processes.
- Pipedrive offers a central hub of prospect and customer information.
Cons
- The option of too many filters can make it quite complex.
- It cannot have separate plans for different users who need features.
3) Act! CRM
An ACT is an all-in-one CRM for sales and marketing tool which allows you to generate repeated clients. It is one of the best Lead Management software for small businesses that allows you to perform advanced contact management and email marketing features.
Features:
- It helps you to keep all your contact & customer details
- Act offers customizable dashboards integrations with Outlook, Gmail, Zoom, and DocuSign.
- You can unlock the full potential of Act! with Custom Tables! Manage detailed
- Optimize methods you and your team communicate with prospects and customers
- It helps you to generate repeat clients and build even stronger relationships.
- Supported platforms: Android and iOS apps
Pros
- WYSIWYG email editor
- Email deliverability reporting
- Eady Data quality management
- Marketing Automation Integration
- Highly customizable and versatile
Cons
- Steep learning curve
- Many routine tasks present significant difficulties
4) ClickUp
Best For: It provides a dashboard to track the sales process.
ClickUp is a CRM and lead management tool that makes it easy to organize and grow your customer relationships with tracking, data visualisations, and email interactions in one place. This lead management software helps you analyze data for customer insights.
Features:
- You can filter and search for the desired task with ease.
- You can assign numerous tasks with just one mouse click.
- You can sync with Google Calendar.
- It enables you to sort tasks by project.
Key Statistics:
- Free Trial: Yes
- Pricing: Four Pricing plans: Three pricing plans 1) Lite-$56/month 2) Pro-$119/month 3) Max- $140/month.
- Supported platforms: Windows, Mac, Linux, iOS, Android, etc.
Pros
- You can organize your accounts in a list, Kanban board, or tables for instant data entry.
- Allows you to create high-level views to monitor customer lifetime value, average deal sizes, and more.
- It helps you eliminate silos and fast-track communication by integrating your emails with ClickUp.
- This sales pipeline management software helps you assign multiple tasks with just one mouse click.
- This lead management software allows you to assign tasks for each pipeline stage and trigger status updates based on activity.
Cons
- It Doesn’t have good reporting features.
5) Keap
Best For Keap CRM platform offers capabilities of email and SMS marketing.
Keap is a Lead Management and CRM solution that helps you enhance your business and improve customer service. It is one of the lead management solutions that automatically capture new leads, assigns tasks, and send emails to clients. It helps you personalize your messages to send when new leads come in. It also helps you to create a repeatable sales process for your team.
Features:
- Keap offers a dashboard to track the sales lead process.
- It allows clients to make payments with a single click.
- Offers marketing and sales automation features.
- It provides smart forms to collect client data.
- Scheduling and managing appointments are easy.
Key Statistics:
- Free Trial: No
- Deployment Type: Cloud-based.
- Pricing plans: Three pricing plans, Lite ($40 per month), Pro ($80 per month), and Max ($100 per month).
- Supported Platforms: Web-based, Android, & iOS.
Pros
- Provide pre-built reminders, automated emails, and texts that save your time on follow-up.
- It is the dedicated business line that keeps your work calls and messages separate.
- Automated follow-up, templates, and predictive sending that targets the right customers.
- Automatically get more sales leads and nurture them to paying clients.
Cons
- Limited free version.
6) Freshsales
Best For: Fresh sales provides a 360 ° lead review that helps create workflows and Automation of processes.
Freshsales helps you to accelerate your revenue with context-driven sales. The auto-assignment rule feature automatically assigns lead contacts to specific sales, and it helps you create workflows and Automation of processes. It is one of the best lead monument solutions that allows you to access the database from your mobile too.
Features:
- Offers a quick summary of all the essential lead information such as name, company, contact information.
- It helps you to automatically enriches your contacts with their social and publicly listed information.
- It is a free lead tracking software that helps you target your business’s broad audience base.
- View lead lifecycle and engage contextually.
Key Statistics:
- Free Trial: Yes
- Pricing: Four Pricing plans: 1) Free: Unlimited users 2) Growth:$18 per user- per month 3) Pro:$47 per user, per month 4) Enterprise:$83 per user- per month
- Supported platforms: Gmail, Paypal, Slack, Zapier, Outlook, etc.
Pros
- It helps you to manage leads efficiently with powerful lead management software.
- Align sales process and pipeline.
- You can focus on clear communication between teams.
- Successful lead management hinges on clear communication between various teams involved in the process.
- Identify when leads are sales-ready.
- Campaign Management.
Cons
- The workflow automation feature is only available in the Professional edition.
- It demands a bit of study to use the software.
Link: https://www.freshworks.com/crm/solutions/lead-management-software/
7) Zoho
Zoho is a lead management tool that helps you improve teams’ productivity with designs that are precise solutions to business activities. Its Automation and customizable dashboard attract and satisfy customers.
Features:
- Everyone working on a project can log their billable and non-billable hours using timesheets.
- Quytech-Mobile App Development.
- You can create an issue and track them as they get fixed and tested.
- The team will always access the latest version of all project documents.
- In-person Training is available.
Key Statistics:
- Free Trial: No
- Pricing: Four pricing plans 1) Standard- $14 /user/month billed annually 2) Professional- $23/user/month billed annually 3) Enterprise – $40/user/month billed annually 4) Ultimate-$52/user/month billed annually.
- Supported platforms: Web, Android, and iOS
- Integrations: Google, Zapier, GitHub, Dropbox.
Pros
- Offers an advanced BI – bundled with Zoho Analytics.
- It helps you to convert your live chats into leads.
- You get a glimpse of what stage each customer resides in.
- Data Duplication issues.
Cons
- Limited customer support.
- Complex customizable features.
8) Hubspot
HubSpot CRM enables the sales team to start without changing their existing workflow. It is one of the lead management systems that enable you to get complete visibility into your sales pipeline in real time, and it offers a highly efficient dashboard view.
Features:
- It helps you to monitor the delivery of email messages.
- Enables you to arrange client meetings effortlessly.
- It allows you to send bulk emails.
- Provides a dashboard to view all reports.
- You can manage contact with ease.
Key Statistics:
- Free Trial: No
- Pricing: Four Pricing plans: 1) Starter- $45/ per month. 2) Professional-$800/ per month 3) Enterprise- $3200/ per month.
- Supported platforms: Web, Android, and iOS.
Pros
- It helps you to connect with more leads and close more deals.
- You will get a notification when the instant prospects open an email or click a link.
- Allows you to open an attachment for timely, relevant follow-up with the hottest leads.
- You can automate time-consuming tasks like lead rotation, task creation, and more.
- It helps you eliminate manual entry as every lead’s contact info gets clicked and is logged automatically.
Cons
- Its free version doesn’t offer many CRM features.
9) Salesforce
Salesforce is a lead Management that helps you to grow your revenue with confidence. It offers a built-in AI-based sales assistant who can eliminate manual data. It offers the ability to set complex workflow rules and Automation.
Features:
- You need to spend less time digging through spreadsheets and invest more time in selling.
- This free lead tracking software helps you access and update your data anytime with the Salesforce mobile app.
- It helps you to follow up on leads and identify key contacts easily.
- Automatically track emails, calls, and meetings.
Key Statistics:
- Free Trial: No
- Pricing: Four pricing plans: 1) $25 2) $75 3) $150 4) $300
- Deployment Type: Cloud-Based
- Supported platforms: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Pros
- Quickly create up-to-the-minute quotes.
- Lead and Contact Management.
- Sales opportunity management.
- Customizable reports and dashboards.
- You can easily follow up on leads and identify key contacts.
Cons
- The pricing structure is complicated.
- It has a steep learning curve.
Link: https://www.salesforce.com/form/sem/salesforce-crm/
10) Bitrix24
Bitrix24 lead management system offers lead capture, lead nurturing, lead scoring, lead Automation. It helps you generate leads, process them efficiently, and convert potential opportunities into actual deals.
Features:
- Contact centre
- Cloud or self-hosted
- Free integrations
- Core CRM & Full Sales Cycle Management.
- Lead distribution among agents.
- Online storage (5GB to Unlimited).
Key Statistics:
- Free Trial: Yes
- Pricing: Four Pricing plans: Four pricing plans 1) Free – 5 GB 2) Basic- 5 users-24 GB- $39 per month 3) Standard- 50 users– $79 per month 4) Professional- $159 per month- 1024 GB.
- Support: Telephony, Live Chat, Contact forms.
- Supported platforms: Android, iOS, and Mac.
Pros
- It offers advanced project planning, resource management, and progress tracking.
- It offers client and project management in one place.
- It helps you to do project workspaces, team chat, video conferencing, document management, etc.
- An easy and fast method to discuss ideas and share files.
- It offers a built-in lead scoring tool to see which prospects are your sales reps.
- Bitrix24 helps you keep track of your sales, manage stock, and accept payments.
Cons
- Some of its functions don’t operate perfectly.
Link: https://www.bitrix24.com/uses/lead-management-system.php
11) Apptivo
Apptivo is a simple online CRM system to store contacts, reminders, files, and communication history. It helps you assign leads to salesperson based on leads territory, leads from email, and other specific activities.
Features:
- You can customize the layout in this app.
- Enables you to generate reports and keep track of customer data.
- You can integrate Apptivo with G Suite.
- It allows you to resolve and prevent duplicate lead data.
Key Statistics:
- Free Trial: Yes
- Pricing plans: Three pricing plans 1) Lite- $8/ per month. 2) Premium- $12/ per month. 3) Ultimate- $20/ per month.
- Supported platforms: iOS, Android, Mac, and Windows.
Pros
- It enables you to generate a PDF version of your invoices.
- You can assign leads to the employee or sales Rep to focus on the lead throughout the small business.
- You can upload pre-existing data of your leads uploaded into Apptivo.
- The innovative solution captures emails sent to the authenticated email address.
Cons
- Some time performance can feel sluggish.
Link: https://www.apptivo.com/applications/leads/
12) Leadsquared
LeadSquared is a leading sales execution, marketing automation software built for high-velocity sales. It allows businesses of all sizes to transform their sales processes through intelligent Automation, activity tracking, and a simple mobile CRM that efficiently manages the complete field sales operations.
Features:
- Real-time lead addition.
- It enables you to keep track of emails sent by your team.
- Provide a real-time metric on the meetings which your field agents will have every day.
- Track the revenue contributed by each rep and shortfalls
Key Statistics:
- Free Trial: Yes
- Supported platforms: Web, Android, and iOS.
Pros
- Manage all your products, teams, and processes in one platform.
- Each user could run separate campaigns.
- The sales processes are dynamic and completely flexible.
- Connects all your teams and processes.
- Build as many sales workflows as you want with zero-code.
Cons
- Daily task list not visible.
- Updating Automation is tedious.
Link: https://www.leadsquared.com/
13) Copper
Copper is a sales lead management software solution that helps you track all stages of the lead management process to easily capture, prioritize, qualify, nurture, and convert leads into customers.
Features:
- Capture leads and nurtures to close.
- It helps you to manage any relationship type.
- Prevent sales from dropping qualified leads.
- It is a free lead tracking software that helps you keep track of your marketing campaign effectiveness.
- You can segment your leads and contacts for additional tracking capabilities and even more context on accounts.
Key Statistics:
- Free Trial: Yes
- Pricing: Three Pricing plans: 1) Basic- $25 2) Professional- $59 3) Business- $119.
- Integrations: Mailchimp, Zendesk, Slack, Zapier, Wix, etc.
Pros
- Segment and filter all leads from different sources
- You can create and filter lead lists based on any criteria.
- It allows you to create targeted segments and lists to send personalized bulk emails.
- It helps you to track the customer journey from lead to close.
- Automatically syncs emails and contacts in Gmail.
- Build stronger, deeper connections with your clients.
- You can add info in one click instead of typing everything out.
Cons
- Customer Support needs to be quicker.
Link: https://www.copper.com/features/lead-management
14) Zendesk
Zendesk is a CRM software that comes jam-packed with features that facilitate lead management. Zendesk also offers a customizable Lead Smart list. It is one of the best lead tracking software that lets you access only the best prospects for your business. It offers the ability to log calls and emails automatically, to assure that quality leads aren’t lost while shuffling through a boatload of prospects.
Features:
- It helps you to keep your team focused on the highest value leads.
- It helps you to conduct your marketing campaigns.
- You can collect your customer support tasks and manage them in one single place.
- Eliminate admin work like logging activities and finding contacts.
- It helps you to gain valuable insights into custom reporting
- Integrate existing platforms so you can work from a centralized interface.
Key Statistics:
- Free Trial: No
- Pricing: Three pricing plans: 1) Sell Team- $19 per month 2) Sell Professional- $49 per month 3) Sell Enterprise- $99 per month.
- Supported platforms: Android and iOS.
Pros
- This customer acquisition management tool allows you to track leads from the moment they enter the sales funnel until they are converted to customers.
- It helps you to track a lead’s engagement with your business with the help of Activity tracking.
- It helps you implement data-driven solutions with comprehensive and accurate reports and analytics.
- You can integrate seamlessly with several existing business apps to make lead generation.
- It helps you capture important information about the lead, such as contact details, behaviour, and other important details
Cons
- Automated Actions.
15) Leadfeeder
Leadfeeder is a lead management tool that automatically sends qualified leads to your CRM or marketing automation system. It helps you to create feeds based on industry, employee number, web activity, custom properties, and more. It also ensures that you get the most precise information to help with your site visitor tracking efforts.
Features:
- It helps you turn anonymous website traffic into real company names.
- View enriched company and contact information.
- It helps you to integrate your lead generation process into your existing CRM and sales structure.
- You can score leads automatically based on their web activity.
Key Statistics:
- Free Trial: Yes
- Pricing: Two pricing plans 1) Lite – Free 2) Premium- $79 per month.
- Integrations: Salesforce, Pipedrive, Google Analytics, Zoho, HubSpot, etc.
Pros
- It helps you integrate your lead generation process into your existing CRM and sales structure.
- It allows you to set up alerts and get notified when new companies are added to your lists.
- Populate your customer relationship management with high-intent leads for your sales team
- Automatically send qualified leads to your marketing automation system.
Cons
- The dashboard has UI issues.
- Daily task list not visible.
Link: https://www.leadfeeder.com/lead-generation-software/
How to choose the best lead management software?
Here are the important criteria for selecting the Best Management Software:
Step 1) Latest Features
Your selected lead management solution should have the latest features like Response to Leads, Automated Data Collection and Management, Scheduling and Tracking Leads, etc.
Step 2) Automation
Automation is the most vital feature in any lead management software. Once you set up, these workflows can automatically send emails such as x-date reminders and re-quotes.
Step 3) User-friendly
Your selected lead generation software is user-friendly so that you can access it easily.
Step 4) Customizable
You should make sure that your selected lead management should be easily customizable according to your business needs.
Step 5) Reporting
Reporting is a must-have feature, for lead management software. You need to analyse the bigger picture when it comes to sales activity.
Step 6) Workflows
You can determine the event you want an action to follow, choose to delay action and set up conditions, so a specific action occurs. It should have certain criteria being met, and a different action occurs when it’s not.
Step 7) Integration with other systems.
If your selected lead automation software can have several integrations, you can maintain your email and landing page templates.
Step 8) Customer support.
You should make sure that lead management solutions should provide best in class customer care support via email, support ticket and chat.
If you need sales management software, here’s our list of the Best Sales Management Software Tools.
FAQ:
❓ What is Lead Tracking and Management?
Lead Tracking and Management is the process of tracking leads, qualifying them, and converting them into paying customers.
Tracking leads includes collecting information about each lead, such as their name, email address, and contact information. This data is then used to create a database that can be used to track customer interactions and conversions.
Lead Tracking and Management is an essential part of any business that relies on marketing efforts to generate new customers. By keeping track of your leads and conversion rates, you can ensure that your marketing efforts are producing the results you desire.
✔️ What is the Best Lead Management Software?
Following are the Best Lead Management Software:
⚡ What are the important types of Lead Generation Software?
There are a few important types of Lead Generation Software that you should be aware of if you want to generate leads for your business.
The most common types of Lead Generation Software are:
CRM software: This type of software helps businesses manage their customer data and interactions in one place. It can help businesses track the progress and behaviour of customers, identify potential problems early on, and provide solutions.
Landing pages: A landing page is a page on your website that’s designed to capture leads from visitors who land on it after clicking an advertisement or other link. The goal is to convert these leads into customers as quickly as possible by providing them with valuable information about your product or service.
Email marketing software: This type of software allows you to send automated emails to your subscribers, which can include promotions, updates, and content related to your products or services.
Social media marketing software: This type of software allows you to create and manage social media profiles for your business, including Facebook, Twitter, LinkedIn, and Google+
🚀 What are the Differences Between Lead Management Software and CRM?
Here are some important differences between Lead Management Software and CRM:
- Lead management software is designed to help businesses manage their leads from the moment they are generated until they are converted into paying customers. This could involve anything from tracking leads through to converting them into sales.
- CRM, on the other hand, is a more comprehensive platform that helps businesses manage all aspects of their customer relationships. This could include everything from capturing contact information to managing communication channels.
🏅 What are Lead Tracking Best Practices?
Here are some of the best practices for lead tracking:
- Keep track of all contact information, including email addresses, phone numbers, and social media handles.
- Track how often each lead has been contacted and what type of interaction was held (e.g., via email, phone call, or in-person meeting).
- Record the date and time of each interaction so you can identify any trends or patterns.
- You can also track which lead has been converted into a customer.
❗ How can your team use lead Management to improve conversions?
The goal of lead management is to ensure that leads are processed in a timely manner and that they reach the right people in your organization who can help convert them into customers.
Here are some methods that your team can use lead Management to improve conversions:
- You can create automated processes that send leads to the right person or department as soon as they are generated.
- You can create effective email campaigns that capture contact information and contact preferences.
- It allows you to set up landing pages that collect more detailed information about the lead, such as their name, company, and job title.
- Lead tracking tool should help you to determine which leads are most likely to be converted into customers.