12 Best FREE Lead Management Software (2024)

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.

A 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. This tool 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. We bring you this list after spending nearly 90 hours exploring these software. After our research, we have thoroughly understood their potentiality and aim to provide users with a truthful perspective based on our experience. Our review covers their lead management features and pros and cons, along with their best free option, to help to make the right decision.

This software list contains both open-source (free) and commercial (paid) software. Read more…

Best Lead Management Software (Free & Paid)

Name	Monday	Salesforce	Zoho	ClickUp
Features	✔️ You can collaborate with your team in one shared workspace. ✔️ It helps your team to stay on track with sprints.	✔️ Automatically track emails, calls, and meetings. ✔️ It helps you to follow up on leads and identify key contacts easily.	✔️ The team will always access the latest version of all project documents. ✔️ In-person Training is available.	✔️ You can build the perfect customer database. ✔️ All your work in one place: Tasks, docs, chat, goals, & more.
Price	Free Forever Plan	30 Day Free Trial (No Credit Card Required)	15 Day Free Trial (No credit card required)	Free Forever Plan
Review/Rating	4.7	4.6	4.5	4.5
Link	Visit Website	Visit Website	Visit Website	Visit Website

1) Monday

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 and is 100% customizable and flexible to fit any workflow.

It helps your team to stay on track with sprints and provides services in multiple languages. Monday.com helps you with project management, sales, CRM, and task management in the easiest way. It 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:

• Track communications: It offers email synchronization and tracking and helps send personalized mass emails. Monday.com also includes AI-assisted email composition and contact-related activity management.
• Collaboration: You can collaborate with your team in one shared workspace. It also lets you collaborate across different teams and departments.
• Access CRM anytime: Log your calls with its automatic summary screen. It helps you manage contacts to send emails from wherever you are.
• No-code automation: You can create your automation without a single line of code. It is a great automation tool that includes creating alerts to notify team members.
• Manage sales pipeline: It helps you plan, execute, and track projects of any size. This lead management software integrates with dozens of platforms like Slack and Google Drive to simplify sales management.
• Support: You can reach its customer support through email, chat, and support ticket.

Visit Monday >>

Lifetime Free Basic Plan

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2) Salesforce

Salesforce is a lead Management that helps you grow your revenue with confidence. It offers a built-in AI-based sales assistant who can eliminate manual data. This management tool offers the ability to set complex workflow rules and automation.

With the help of Salesforce, you need to spend less time digging through spreadsheets and invest more time in selling. It can also automatically track emails, calls, and meetings.

Features:

• Know your customer: It is a great option for tracking each customer’s journey and getting to know more about them. Use its automation and sales management to sell more accurately as per their preference.
• Lead management: 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.
• Insights and reports: Salesforce offers clear insights and one-click reports. You can set up and access real-time reports and provide pipeline visibility across the organization. Its accurate reporting helps you make critical decisions correctly.
• Smart workflows: Salesforce easily connects with your software stack and helps create smarter lead management workflows. It over over 3000 apps in its AppExchange that leverage the power of this tool.
• All information in one place: This lead management app ensures that all the required information is visible on one screen. Using this easy access, you can easily follow up on leads, view sales, and identify key contacts.
• Support: Its support is available through live chat and email.

Visit Salesforce >>

30-Day Free Trial (No Credit Card Required)

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3) 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.

This CRM software supports multiple currencies and multiple pipelines. It includes numerous scoring rules, SalesSignals, data entry wizards, and more.

Features:

• Great customer relationship: Zoho CRM helps create a personalized experience. It has an omnichannel presence, predictive intelligence, segmentation, and more.
• Maximize productivity: This lead management application helps automate workflows and campaigns. It also automates customer journeys and processes.
• Deep analytics: Zoho CRM has an advanced analytics feature. Using this tool, you get valuable insights. It also has an in-house AI assistant named Zia that makes accurate predictions and helps take better steps.
• Customize, upscale, and deploy: You get a dedicated admin panel and seamless migration. It also has state-of-art customization and a powerful developer platform.
• Support: Its support is available through live chat, telephone, and email. Zoho also offers in-person training.

Visit Zoho >>

15-Day Free Trial (No Credit Card Required)

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4) ClickUp

ClickUp is a CRM and lead management tool that makes it easy to organize and grow your customer relationships with tracking, data visualizations, and email interactions in one place.

This lead management software helps you analyze data for customer insights. With ClickUp, you can filter and search for the desired task with ease and also sync it with Google Calendar. You can also easily sort tasks by project.

Features:

• Manage and grow relationships: Increase the growth of your customers and build better relationships. It helps visualize pipelines, manage and track accounts, collaborate, and streamline workflows.
• View client relationship: It offers over 10 flexible views that help manage pipelines and customer engagement. The views include Kanban board, list, table view, and others.
• Performance dashboard: ClickUp helps analyze data for customer insights. It has 50+ dashboard widgets that offer all-in-one-place visualization of customers.
• Email management: ClickUp integrates with email and provides centralized customer outreach. It helps you send project updates, collaborate, and onboard customers in this single hub.
• Support: It offers 24/7 Support through live chat and email. ClickUp also includes frequent webinars.

Visit ClickUp >>

Free Forever Plan

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5) Pipedrive

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.

This tool 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 existing and historical deals. Pipedrive also enables you to centralize important documents and product information into one hub.

Features:

• Manage leads and deals: It captures leads and converts them into happy customers. You can create buyer personas using custom information fields. Additionally, its custom chatbot and web forms bring fresh leads.
• Reports: Pipedrive helps you to determine your most valuable contacts with lead scoring. You can make strategies and repair broken processes with broad and granular reports. It also makes it easy to identify notable sources of leads and retarget lead-generation efforts.
• Tracking: It helps you log customer information across various touchpoints. This lead-tracking software helps you track social media outreach efforts and analyze email marketing campaigns. You can organize lead segments by location, buyer behavior, touchpoints, and communication history. Moreover, It manually updates records and gives them time to focus on lead nurturing.
• Privacy and security: Using this lead management solution helps you ensure privacy and secure data use at all times. This is because Pipedrive lets you know how your company data is being used.
• Support: This lead management system offers 24/7 support through email and chat.

Visit Pipedrive >>

14-Day Free Trial (No Credit Card Required)

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6) Freshsales

Freshsales helps you to accelerate your revenue with context-driven sales, and it helps you to grow customer value with integrated sales and support. Bring sales and support functionalities together with the Freshdesk Integration.

Features:

• Unified View: It provides a unified view showing all details, activities, and interactions with users in a single place.
• Timelines: Tracks all user activity and creates a timeline with all pages visited time spent, and various other parameters.
• International: You can manage your sales engagement in multiple currencies and languages, providing customers with a tailored experience according to their needs.
• Actions: AI-driven tools to manage meetings, tasks, schedule/reschedule appointments, and calendars.
• Free Trial: Lifetime Basic Free Plan

Visit Freshsales >>

Lifetime Basic Free Plan

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7) Thryv

Thryv is a CRM software that comes jam-packed with features that facilitate lead management. Thryv 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.

One of the best lead tracking software offers the ability to log calls and emails automatically to ensure quality leads aren’t lost while shuffling through a boatload of prospects. This helps you keep your team focused on the highest-value leads. You can use it to conduct marketing campaigns and also integrate with existing platforms.

Features:

• Stay organized: You can organize your customers’ information as it can automatically import them. It helps you create customized views. You can find, filter, and tag projects, contracts, and more.
• Nurture your customers: With Thryv, you find new customers, repeat them, and drive revenue. It helps save customer history so anyone can personalize their experience.
• Customer happiness: You can view all customer interactions from a centralized location. This way, you can respond faster. It also helps create a customer portal for their convenient payment, appointment booking, and sending files.
• Reports: It helps you to gain valuable insights into custom reporting. You can also collect your customer support tasks and manage them in one single place.
• Support: This customer relationship management tool offers support using live chat, support tickets, calls, and email.

Visit Thryv >>

Lifetime Free Basic Plan

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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. It offers a highly efficient dashboard view.

This lead generation tool helps you automate your repetitive daily tasks and lets you focus on the work that matters the most. You can use it for free without any commitment to credit card details.

Features:

• Pipeline visibility: You can get an updated view of your sales funnel. It helps you organize deals closed, lost, appointments scheduled, and much more.
• Log sales activity: Hubspot lets you automatically track customer interaction on all platforms. It is easy to sync with Outlook and Gmail and capture leads on these platforms.
• View lead details: You get a single clear view of your leads with their entire details. These details include their name, job title, calls, emails, and more.
• Management: It helps you manage your contact with ease. You can send out bulk emails and arrange client meetings effortlessly. It also lets you monitor the delivery of email messages. Moreover, it provides a dashboard to view all crucial reports.
• Support: It offers support through live chat, telephone, and online meetings.

Visit Hubspot >>

Free Forever Plan

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9) NetSuite

NetSuite 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 lead assigns.

You can access customer information from any device. It offers a dashboard for tracking the sales process. Moreover, it helps with the easy migration of your data and guarantees business growth.

Features:

• Lead management: You can always find the right opportunities with the help of lead management. NetSuite is one of the best lead management apps to provide smart forms and landing pages to collect client data.
• Integration: You can connect the NetSuite with Shopify, BigCommerce, WooCommerce, eBay, etc. It is also easy to integrate it with all your other business applications.
• Automation: You can automate all repetitive tasks. Thus, you can leave tasks like data collection and reconciling account statements to Netsuite.
• Other features: NetSuite offers email and text marketing and sales and life cycle automation. It also includes reporting, expert help, and marketing automation.
• Support: It offers support through live chat and a help center.

Visit NetSuite >>

Request for Free Demo

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10) Act! CRM

An ACT is an all-in-one CRM for sales and marketing tool that 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.

This application optimizes methods for you and the team for simplified communication with customers and leads. It helps manage customers and help with their needs as you like, as it is highly customizable and flexible.

Features:

• Relationship history: It includes a relationship history that you can use for personalizing every interaction. Act! CRM helps create personalized campaigns for a better approach. It also has turnkey templates and helps create your own if you want.
• Landing pages: It offers high-conversion landing pages for capturing leads. This tool also provides web forms for this purpose.
• Centralized customer data: You can get all calls, emails, and documents in one place. Act! CRM helps store your customer data in one location and organizes it for easy access.
• Dashboard and management: Act!CRM offers customizable dashboard integrations with Outlook, Zoom, Gmail, and DocuSign. You can unlock its full potential with custom tables. It lets you generate repeat clients and build stronger relationships.
• Support: Its support is reachable through phone, email, ticket, and a contact form.

Visit Act! CRM >>

14-Day Free Trial (No Credit Card Required)

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11) Apptivo

Apptivo is a simple online CRM system to store contacts, reminders, files, and communication history. It helps you assign leads to salespersons based on lead territory, leads from email, and other specific activities.

It lets you customize its layout and easily integrates with G Suite. This lead management software helps you resolve and prevent duplicate lead data.

Features:

• Lead sourcing: You can gather and create leads in this application. It helps you collect leads from emails, web forms, and API. Apptivo also lets you concentrate on the most valuable and active leads.
• Lead conversions: It helps you identify leads that can be qualified to convert as contacts. This way, you can turn them into your customers and a prospect directly from the app.
• Custom views: Apptivo offers customizable views that include filters and sortable lead views. It lets you create your own customized view to locate leads with advanced search.
• Instant reports: You can generate reports and get client data anytime you want. It helps share reports with everyone in the company, including teams that do not have access to CRM.
• Support: It offers support through call and contact forms.

Visit Apptivo >>

30-Day Free Trial

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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.

This application has real-time lead addition and helps keep track of emails sent by your team. It can also track the revenue contributed by each rep and shortfalls.

Features:

• Lead capture automation: You can capture lead from multiple sources. The platforms include Google, your website, Facebook, lead providers, and referrals.
• Lead distribution: It helps you track and distribute leads conveniently. You can distribute them based on various criteria to the right teams.
• Quality and engagement score: Leadsquared has pre-defined rules that help auto-quality leads. The scores are based on website visits, link clicks, email opens, inquiries made, and more.
• Reports: It provides 135 reports that help in measuring all the processes. The reports include campaign spending, sales team closure rates, and numerous others. It also provides a real-time metric on the meetings that your field agents will have every day.
• Support: It provides customer support through calls, contact forms, and support tickets.

Visit Leadsquared

15-Day Free Trial

How to choose the best lead management software?

Here are the important criteria for selecting the best sales lead management software for small business:

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 of 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 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 provide best-in-class customer care support via email, support tickets, and chat.

If you need sales management software, here’s our list of the Best Sales Management Software Tools.

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 sales lead tracking software are:

CRM software: This type of sales leads software helps businesses manage their customer data and interactions in one place. It can help businesses track the progress and behavior 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 for lead management allows you to create and manage social media profiles for your business, including Facebook, Twitter, LinkedIn, and Google+

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.

FAQs

Best Lead Management Software

Name	Monday	Salesforce	Zoho	ClickUp
Features	✔️ You can collaborate with your team in one shared workspace. ✔️ It helps your team to stay on track with sprints.	✔️ Automatically track emails, calls, and meetings. ✔️ It helps you to follow up on leads and identify key contacts easily.	✔️ The team will always access the latest version of all project documents. ✔️ In-person Training is available.	✔️ You can build the perfect customer database. ✔️ All your work in one place: Tasks, docs, chat, goals, & more.
Price	Free Forever Plan	30 Day Free Trial (No Credit Card Required)	15 Day Free Trial (No credit card required)	Free Forever Plan
Review/Rating	4.7	4.6	4.5	4.5
Link	Visit Website	Visit Website	Visit Website	Visit Website