The Best Lead Management Software – 2021 Review

Are you aware the key to catching the perfect fish?

It’s bettering your odds by catching as many fish as you may. And to catch rather a lot, you want the assistance of a sturdy, sturdy internet that no fish can escape.

The similar factor works when capturing and nurturing leads for your small business.

When you don’t need to cope with the nightmare of getting your leads flip chilly, it’s best to depend on lead administration software program to do what your spreadsheet can’t.

I waded by piles of knowledge to search out the perfect software program to present your leads the tender loving care they deserve. Let’s discover my high picks.

The Prime 5 Best Lead Management Software

  • HubSpot CRM – Best free lead administration software program for solopreneurs and rising gross sales groups.
  • Zoho CRM – Best lead administration software program for advertising automation.
  • Pipedrive – Best lead administration software program for actual property professionals.
  • – Best standalone lead administration software program for small companies and startups.
  • Salesforce Sales Cloud – Most sturdy lead administration software program for big enterprises.
  • From the lengthy, overwhelming listing of selections, I’ve narrowed them down to 5 exceptional manufacturers that actually ship on their guarantees. Since your alternative can doubtlessly change the course of your small business, I’ll make certain to discover every software program intimately so you can also make an knowledgeable determination.


    #1 – HubSpot CRM — Best Free Lead Management Software for Solopreneurs and Rising Gross sales Groups

    • Extremely intuitive
    • Add types to web site
    • Use bots for reside chat
    • Get it without spending a dime

    Get it at the moment!

    HubSpot CRM dazzles with its simplicity.

    The paid plans provide the full suite of options, however when you’re solely searching for the core instruments wanted to search out and heat up your leads, nothing beats HubSpot’s free CRM.

    Excellent for an entrepreneur who wears all hats for a corporation or a budding firm with few salespeople, HubSpot doesn’t have the additional options of pricy lead administration options. For that reason, it requires a comparatively shorter studying curve and fewer time wasted on duties that don’t have something to do with lead administration.


    To get leads, you may add types to your web site or leverage the bots for reside chat conversations. You can too seize leads mechanically by Fb or Instagram adverts and have all of your buyer knowledge synced along with your HubSpot account.

    No have to juggle a number of instruments as all the things is accessible inside the HubSpot CRM. There’s a Contact Report the place you may retailer as much as a million contacts or retrieve details about every of your prospects in just a few clicks.

    Every of your leads has its personal exercise timeline the place you may view the entire historical past of interplay with that contact.

    Web site hyperlinks clicked, calls made, or emails opened, you identify it. HubSpot can report each essential touchpoint. This fashion, you may have a reference level to create efficient, personalized follow-ups to your leads simply.

    As for activity administration, HubSpot’s free CRM additionally retains a report of all duties and transactions accomplished so you may measure your small group’s productiveness at any given time.

    HubSpot CRM is obtainable without spending a dime, however you may get customized reporting and different additional options by upgrading to paid plans beginning at $50 per thirty days.

    Execs and Cons of Hubspot CRM

    HubSpot is a trusted model that doesn’t disappoint with its fundamental options.

    Its simplicity and ease of use are HubSpot’s major promoting factors, which resonate properly with lead technology professionals who care extra about outcomes than uninteresting, repetitive knowledge entry duties.

    The fast accessibility of data can also be a plus as a result of it’s key to understanding your pipeline and funnel administration.

    Nevertheless, HubSpot CRM operates on a freemium mannequin, and the options you need to use will stay restricted for so long as you keep in its free model.

    Moreover, the cellular model is a bit of bit cumbersome, because it solely exhibits a fraction of the options that the browser model provides.

    Total, although the free HubSpot lead administration device lacks built-in reporting, the accessible options are greater than sufficient for individuals who need to maintain and handle their leads in a single place.

    #2 – Zoho CRM — Best For Lead Management Automation

    • Nice automation instruments
    • Omni-channel lead monitoring
    • AI-powered help
    • Get it without spending a dime

    Get it at the moment!

    Zoho CRM was created with all of your “smarketing” wants in thoughts.

    This technique of working sensible, not simply onerous, to get top quality leads is achieved by Zoho’s fleet of automation instruments.

    Main the pack is SalesSignals, which helps you to monitor your prospects from a number of channels and offers you real-time notifications each time your model will get talked about. If webinars are a part of your advertising technique, you too can combine Zoho CRM along with your alternative of webinar internet hosting product and sync all of the very important info you collect again to your CRM.

    The omnichannel communication method is an funding that pays big for large corporations in the long term. Nevertheless, the common notifications might flip off smaller enterprises that don’t have the workforce wanted to filter them.

    Similar to Amazon’s Alexa, Zoho CRM has a synthetic intelligence-powered gross sales assistant known as Zia, created to complement no matter info you gathered about your leads. In flip, the information enrichment will enable you to personalize all of your advertising campaigns and acquire new shopping for prospects within the course of.

    Talking of personalization, you too can create and ship e mail campaigns straight from the Zoho CRM. You possibly can enhance its success utilizing very important subscribers’ info like their buy historical past, location, and former interplay with you.

    Delegation can also be seamless with Zoho CRM. When you’re the gross sales supervisor, you need to use predefined workflow guidelines to assign results in gross sales reps based mostly on product, division, or geography. You possibly can guarantee each precedence leads get a follow-up by using the round-robin method.

    Zoho CRM has a free model, but it surely’s restricted to a few customers. For extra customization and to supply entry to your rising gross sales group, you too can avail of the Normal and Skilled tiers, which price $18 ($12 if billed yearly) per consumer per thirty days and $30 ($20 if billed yearly) per consumer per thirty days, respectively.

    Execs and Cons of Zoho CRM

    Other than automated workflows, Zoho CRM additionally takes pleasure within the freedom it provides to customers to customise the platform.

    Not like HubSpot that isn’t as versatile, Zoho CRM could be built-in with varied software program purposes. In case you might have a non-public app that may’t be simply built-in, your builders can create an API to make sure it’s going to work harmoniously with Zoho CRM.

    The variety of contacts you may retailer in Zoho CRM is simply as much as 100,000, which pales in comparison with HubSpot’s restrict of 1,000,000 contact data. Nevertheless, this minor drawback is offset by Zoho’s extra intensive listing of lead administration options that beat HubSpot’s free model and even Salesforce’s costlier counterpart.

    #3 – Pipedrive — Best Lead Management Software for Actual Property Professionals

    • Comes with free trial
    • Easy, simple user-interface
    • Nice for property brokers
    • Nice labeling system

    Get it at the moment!

    Whether or not you’re a house vendor or a property agent, Pipedrive has the right set of options you want to guarantee none of your leads will ever go stale.

    In order for you extra options than the free HubSpot CRM however don’t have the price range nor the necessity for the costlier Salesforce, Pipedrive is the lead administration answer you’re searching for.

    Pipedrive provides a free trial, and paid plans that begin at $15 are inexpensive sufficient for budding actual property companies that don’t require many integrations.

    Though the listing of apps that may be built-in with Pipedrive is extra restricted than the apps you may add in Salesforce, it’s not a dealbreaker, particularly for its value level. In spite of everything, Pipedrive could be built-in with apps like Asan, Slack, Trello, MailChimp, Gmail, and LinkedIn that almost all in the actual property business contemplate indispensable.

    The consumer interface is straightforward and simple to make use of, so don’t anticipate to cope with any steep studying curve.

    However what makes Pipedrive stand out is its Lead Inbox that permits you to put all of your leads gathered from a wide range of sources in a single place. You possibly can then label every of the leads with the default “scorching,” “heat,” and “chilly,” or any customized labels that make sense to you. This fashion, you may simply monitor and monitor which leads are getting chilly and schedule a name or assembly with these leads earlier than it’s too late.

    #4 – — Best Standalone Lead Management Software for Small Companies or Startups

    • Nice for startups
    • Minimal options
    • Lead capturing device
    • 15-day free trial

    Get it at the moment! operates on minimalism. As its identify suggests, it’s created for salespeople who solely want a easy lead administration device to show leads into prospects.

    Not like sophisticated CRMs that require an extended onboarding course of and time-consuming knowledge administration, is a cloud-based answer specializing in the gross sales course of itself.

    Since its goal is clearly outlined, anticipate to have minimal options. Therefore, it’s preferrred for small corporations, particularly these with a separate division tasked with closing offers.

    It has a built-in lead capturing device, so it’s simple to get leads from a number of sources and put them into your account.

    You possibly can accumulate leads from internet types, emails, and LinkedIn. It additionally has a characteristic much like Zoho’s that allows you to take an image of enterprise playing cards and have the information uploaded to your account.

    Coping with e mail messages is a breeze as each e mail you ship to leads is mechanically despatched to your account as properly.

    Automation works wonders on the way you view and handle your gross sales pipeline. Every lead added to your account is mechanically assigned both a “To Do” or “Stand-By” standing.

    “To Do” requires your speedy consideration, whereas the “Stand-By” means it wants a follow-up. With the information organized this fashion, none of your leads will ever go chilly with out your information.

    Comply with-ups could be scheduled and the reminders synced along with your calendar so that you gained’t neglect to name or meet your leads. You can too monitor your group’s performances out of your account and have a transparent concept of how everybody’s performing based mostly on the variety of calls made, offers closed, emails despatched, and different standards. provides a 15-day free trial with no bank card required. Afterward, you may improve it to both the Starter plan for $10 per consumer per thirty days or Skilled plan for $17 per consumer per thirty days to proceed having fun with all its options.

    Execs and Cons of

    When you’re searching for a easy lead administration device that gives the naked necessities with out a lot of a studying curve, is price a attempt.

    Not like different CRMs the place lead administration is simply a part of the larger image, lead administration in is the entire image. It’s good for individuals who solely need to set reminders, maintain notes, and be within the loop concerning the standing of their leads with out the complete CRM expertise.

    You possibly can combine with a whole lot of fashionable apps to automate workflows or use its API to personalize the platform to your liking. additionally streamlines the post-sale course of by permitting you to construct a guidelines of duties to be achieved quickly after successful a deal and assign them to your group members. Nevertheless, this characteristic is simply accessible for these subscribed to the Skilled version, leaving these within the Starter plan with no alternative however to finish the post-sales course of on their very own.

    #5 – Salesforce Gross sales Cloud — Most Sturdy Lead Management Software for Massive Enterprises

    • Nice for big orgs
    • Cloud-based answer
    • Collaborative forecasting
    • Good for social media leads

    Get it at the moment!

    Salesforce is just like the Hulk of CRMs. And for a superb motive: It might combine with any enterprise app conceivable, making it extremely adaptable to any enterprise that may afford its steep licensing price.

    The Salesforce CRM, often known as the Gross sales Cloud, is obtainable in a number of tiers. The most simple is the Necessities plan ($25 per consumer per thirty days, if billed yearly), which is obtainable for as much as 10 customers and has the essential options like lead scoring and project and e mail and occasion monitoring.

    The Lightning Skilled plan ($75 per consumer per thirty days, if billed yearly) is greatest fitted to small companies due to its extra superior options like collaborative forecasts. However, the Lightning Enterprise plan is the most well-liked however can also be some of the costly ($150 per consumer per thirty days, if billed yearly). It provides you entry to all enterprise apps and permits you to create a company app retailer by a developer.

    By way of lead technology, Salesforce is simply as dependable. It has an exercise timeline displaying the place the leads come from, what they’re as much as, and methods you may convert them.

    Most leads come from social media. Salesforce Gross sales Cloud can monitor which of those social media networks supplies the best return, giving corporations priceless insights on the place to speculate extra.

    Every lead can also be mechanically given a rating to make sure those ripe for the taking shall be given the utmost consideration, and no good leads will ever fall by the cracks.

    Execs and Cons of Salesforce Gross sales Cloud

    No different CRM or lead technology device can evaluate to Salesforce in relation to integrations and options it provides.

    Nevertheless, extra options don’t imply higher efficiency for your small business. Actually, Zoho CRM provides a lot of the customization choices accessible in Salesforce at a comparatively decrease price.

    Salesforce may also be thought of a clean slate, so solely select it in case you have a extremely expert group of builders to customise the platform to your wants.

    Along with excessive licensing charges, most customers are additionally intimidated by Salesforce as a result of it comes with a steep studying curve. A lot of its options are non-intuitive, so although Salesforce has an intensive information base, it’s going to take some time earlier than you absolutely grasp how the software program works and put it to use.

    Execs and Cons of Pipedrive

    Pipedrive has the broadest vary of integrations for its value group. Nevertheless, bigger companies are higher off with superior options like Salesforce in the event that they’re searching for extra flexibility.

    Buyer help can also be restricted for the smaller accounts. Whereas this will not be a difficulty for many customers, given the intuitiveness of Pipedrive, I can see it being an issue for these in starter plans that aren’t as acquainted with how CRM works.

    The right way to Discover The Best Lead Management Software For You

    A lead administration software program is designed by no means to let any leads slip by the cracks. However these instruments usually are not created equal. Use the next parameters and standards to assist along with your due diligence in choosing the right software program to your wants and price range.

    1. Do you want a standalone lead administration software program or a extra complete CRM?

    Keep in mind, CRM and lead administration are two various things.

    Lead administration is all about getting and preserving leads till they’re able to convert. CRM encompasses each lead administration and all the things that occurs post-sales.

    For some companies the place a separate division handles leads, standalone lead administration software program has the simplicity they want. This answer is just a few steps above old school spreadsheet administration, and with out the bells and whistles of a CRM.

    However, a CRM is sensible for companies the place one individual or group handles leads and gross sales. Since all the things occurs in a single platform, everybody can comply with and optimize a buyer’s journey all through all the gross sales pipeline with out leaping from one utility to a different.

    2. What number of leads are you monitoring?

    Some companies cope with extra prospects than others.

    When you’re a one-man group or a small enterprise with just one or two gross sales brokers who deal with a whole lot of leads, it gained’t make sense so that you can put money into a program made for a bigger enterprise. A small firm can simply get by with free software program like HubSpot that gives the essential options to handle leads.

    A much bigger firm with hundreds of leads requires a extra sturdy and complete program.

    The software program you select ought to be one that’s powered by automation instruments. On the very least, it ought to be built-in with outstanding instruments like MailChimp so you may import your big e mail listing and launch e mail advertising campaigns multi function place.

    3. Who’re you monitoring?

    The nature of your small business dictates the forms of options you ought to be searching for.

    When you’re a enterprise that sells services or products to different companies (B2B), it’s common for the gross sales journey to take for much longer. Your prospects should be captured and nurtured for a very long time, so that you want instruments that can assist domesticate a trusting relationship with them.

    You’ll additionally want superior automation instruments to attain or classify every of your leads based mostly on the place they’re within the gross sales pipeline. This fashion you may determine at a look who to prioritize and the place they go subsequent in your gross sales funnel.

    When you’re a enterprise that sells on to the shoppers (B2C), anticipate the market’s measurement to be bigger and the shopper life cycle to extra easy.

    Therefore, you’ll want software program to import, course of, and manage big quantities of shopper knowledge. An analytics device can also be indispensable in understanding your leads as a complete and in creating totally different market segments that make sense for your small business.

    4. Does the software program combine with fashionable instruments or your present gross sales purposes?

    Lead technology software program is both a standalone device or a part of a much bigger buyer relationship administration (CRM) platform. In each instances, it hardly ever works successfully until it really works in tandem with instruments you’re already acquainted with.

    Are you utilizing social media to collect leads? Select a lead administration software program with social media integration so you may attain out to and have interaction along with your prospects.

    Do you utilize Gravity Types or one other kind creator? You possibly can mix these with lead administration software program so every individual submitting a contact kind mechanically turns into a brand new lead.

    Do folks name you through RingCentral? No downside. Integration with the software program means you could be notified with every name, assign every name to your gross sales brokers, and monitor whether or not which calls finally convert.

    The better part is you’re not restricted to public apps. Lead administration software program at a better value vary additionally permits its customers to customise their platforms by putting in personal apps through APIs. This fashion, you may proceed utilizing present purposes constructed completely for your small business.

    5. What sort of automation do you want?

    The goal of ditching your spreadsheet for lead administration software program is to make the method of accumulating leads simpler. Sreamlining lead administration isn’t potential with out some type of synthetic intelligence (AI) in place.

    AI automates tedious knowledge entry duties so that you and your gross sales group can concentrate on what you do greatest. Whereas there are lots of duties that lead administration software program can automate, there are few which might be thought of essentially the most crucial.

    A perfect lead administration answer not solely gathers leads from a number of channels but in addition analyzes which supply generates the best high quality of leads that convert into gross sales. This fashion, you’ll concentrate on what to prioritize and cease losing sources on locations that don’t contribute to your backside line.

    However that is just the start.

    At increased value teirs, lead administration options monitor the place the purchasers are within the pipeline. For a buyer to maneuver to a better step, the salesperson should full particular duties.

    Some additionally rating every prospect based mostly on a set of standards that can assist you establish which of the leads usually tend to convert into gross sales.


    A lead administration software program hardly ever exists by itself. It’s typically included inside a extra advanced buyer relationship administration (CRM) answer that gives all the things you want to handle all the buyer lifecycle.

    When you’re a solopreneur who shouldn’t be eager on spending something but, the free model of the HubSpot CRM will help you retain and nurture all of your leads in a single place.

    Do you have to need to step up, Zoho CRM has all of the options of the free HubSpot CRM plus automation instruments to allow you to run some facets of the lead administration on autopilot.

    For standalone lead administration software program that eliminates the complexity of a CRM, is your apparent alternative. It streamlines the method of accumulating, nurturing, and changing leads by specializing in what salespeople do greatest and leaving all of the non-essential duties to these exterior of the gross sales group.

    Total, there’s no one-size-fits-all method in figuring out the perfect lead administration device for your small business. Learn the methodology above and use them to determine which software program has all of the options that can profit you in the long term.


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