The 6 Best Lead Management Software Products

Lead management is the process of organizing and tracking leads from the point at which a company first becomes aware that it has a potential match for its target market. The lead’s contact information, along with any other relevant information about their needs, must be tracked to ensure efficient communication between prospective customers and companies.

The “best free lead management software” is a tool that can help you manage your leads and prospects. This software will allow you to create, organize and track your leads, contact information and follow-up reminders.

By automating processes and procedures, the finest lead management software improves efficiency while also improving conversions via lead monitoring and nurturing capabilities. For organizations that wish to collect and monitor leads, identify sales-qualified leads as prospective customers, and move leads through the sales funnel more efficiently, we’ve compiled a list of the six top lead management software tools.

It’s worth noting that lead management is a free tool included in customer relationship management (CRM) software, along with a slew of other advantages for small firms. While standalone programs may help you manage leads from contact forms or other one-time marketing activities, CRMs are a superior long-term lead investment for your organization due to their restricted capability.

We looked at a lot of lead management software and came up with a list of our top six choices.

• Sell with Zendesk: Best overall—ideal for companies that need a complete suite of lead management capabilities.
• Freshsales is a great solution for sales teams that want to see their sales funnel in a variety of ways.
• Agile CRM is a great choice for businesses looking for robust lead scoring features.
• Pipedrive is a good choice for multiproduct companies looking for strong lead routing solutions.
• HubSpot CRM (Customer Relationship Management) is a great option for businesses searching for free lead tracking software.
• Bitrix24: Excellent choice for companies looking to integrate invoicing and quotation software with their lead management software.

Sell with Zendesk: Best Lead Management Software Overall

Sell with Zendesk

4.37 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Drag-and-drop capabilities in an easy-to-use sales dashboard
• There are no limits on the number of custom fields that may be used to store lead information.
• Built-in email tools and third-party interfaces provide strong automation capabilities for lead acquisition and nurturing.

What Isn’t There

• Customization of many sales pipelines
• A free plan is available.
• Only the lowest-cost plans include lead scoring features.

Sell with Zendesk Pricing at a Glance*

• Sell Team for $19 per month per user
• Sell Professional for $49 per month per user
• Sell Enterprise for $99 per month per user.
• 14-day free trial

*Prices are based on yearly payment; however, monthly billing is possible at a higher cost.

Sell with Zendesk is comprehensive lead management software that assists businesses from the lead generation stage to the buyer stage—and everything in between. Leads can be generated using auto-conversion features within the platform, filtered through Smart Lists, and nurtured with automated communication tools, all while being monitored on the sales pipeline dashboard.

Although Sell with Zendesk allows for sales pipeline customization, users are limited to one pipeline on both the Team and Professional plans, and two pipelines on the Enterprise plans. For businesses that operate using multiple sales pipelines, we invite you to check out Pipedrive for an option that allows you to create an There is no limit to the amount of sales funnels you may create..

Sell with Zendesk Features

Zendesk lead filtering page (Source: Sell with Zendesk)

• Service tickets and online queries may be transformed into sales leads via automated data collection, which provides the whole context of the possible opportunity.
• Sales pipelines that may be customized to monitor lead progress
• Smart Lists are a built-in tool that allows you to segment and filter leads in real time.
• Integrates with Mailchimp and Ada for Sell to nurture leads through automatic communication.
• To maintain lead data up to date, use contact enrichment techniques.

Want to learn more? Check out our full review of the Sell with Zendesk CRM.

Visit Sell with Zendesk

Freshsales: The Best Pipeline Visualization Management Software

Freshsales

4.24 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• For $100 per 5,000 contacts, users may buy the Marketing Contacts add-on for thousands of fresh lead contacts every month.
• Tools for automatic lead nurturing are built-in.
• There is a There is a free option available..

What Isn’t There

• Auto-enrichment of low-cost plans’ profiles
• On lower-priced services, extensive reporting analytics for lead conversions are lacking.
• There isn’t a low-cost way to customize lead auto-assignment rules.

A Quick Look at Freshsales Pricing*

• There are no limits to how many people may utilize it (limited features)
• Monthly growth: $18 per user
• Pro: $47 per month, per user
• Enterprise: $83 per month for each user

*Pricing is based on a month-to-month payment plan. For individuals who prefer long-term contracts, annual memberships are also available.

When it comes to visualizing lead development and deal management, Freshsales stands out. Clean sales pipeline visualizations are available to users, with choices for a timeline, Kanban-style, or funnel view. Deals may also be sorted according to their potential value, estimated closing date, and current lead stage.

Unfortunately, the higher-priced Enterprise package is the only way to see more sophisticated analytics like won deals, emails sent, and leads converted. Agile CRM is a good option for firms looking for these kind of analytics on a more budget-friendly basis.

Freshsales Highlights

Visualization of the Freshsales Kanban sales pipeline (Source: Freshsales)

• The Smart Matches program discovers and removes duplicate leads from the database automatically.
• Auto-conversations with a built-in lead creation bot to plan appointments and qualify leads
• Sales pipelines may be shown as a funnel, Kanban, or timeline.
• Predictive contact score is a method of assessing the likelihood of a lead’s success based on demographics or behavior.
• The grouping and filtering of leads based on location, demographics, and behavior is automated using marketing segmentation tools.

Learn how Freshsales helps teams handle leads, monitor deals, and increase sales income in our in-depth Freshsales review.

Freshsales is a great place to start.

Best Management Software With Lead Scoring Tools: Agile CRM

Agile CRM

3.94 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• There is a There is a free option available..
• On the Starter level, advanced metrics reporting is provided.
• The free plan includes lead scoring.

What Isn’t There

• The platform is difficult to use, particularly for non-technical people.
• On the Free and Starter subscriptions, there are fewer connectors and plugins.
• Customer service is not available 24 hours a day, 7 days a week.

A Quick Look at Agile CRM Pricing*

• Up to ten users are free (limited features available)
• Starter: $14.99 per month for each user
• Regular price: $49.99 per month, per user
• Enterprise: $79.99 per month for each user

*Subscriptions are priced on a monthly basis. Those who want long-term contracts might save money by signing yearly or two-year contracts.

While most of the alternatives on our list include lead scoring capabilities, Agile CRM stands out because of how comprehensive this feature is, as well as the fact that the application is free. Advanced lead scoring enables organizations to concentrate their efforts on qualifying leads, allowing them to complete agreements more quickly.

Lead scoring in Agile CRM may be automated to create custom triggers depending on activities that the sales team needs to know about, such as reading emails, viewing web sites, or filling out sales forms. The qualified lead may then be sent to the sales team with a complete contact profile that includes lead score variables and a history of business contacts.

Agile CRM isn’t as user-friendly as some of the other lead management tools on our list. Many customers, for example, have trouble configuring some of the automated capabilities or connecting the platform to their email or website domain. We propose HubSpot CRM (Customer Relationship Management) or Freshsales as feasible, user-friendly solutions for firms seeking for software that needs less technical experience.

Features of Agile CRM

With a lead score, you may create an agile CRM lead profile (Source: Agile CRM)

• Users may harvest leads from social media accounts and move them to the CRM database using the Lead Prospector tool.
• Depending on the contact profile, marketing automation allows for interaction with prospects through different channels such as email, text messaging (SMS), or social media.
• Built-in automatic lead scoring identifies which leads are more likely to convert than others.
• The history of communication exchanges, updates, and content views with leads is shown in contact timelines.

Discover how Agile CRM may assist you in achieving your company objectives by reading our Agile CRM review.

Visit Agile CRM for more information.

Pipedrive is the best management software for lead routing.

Pipedrive

3.93 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Import large numbers of leads from spreadsheets or other CRMs such as Salesforce, HubSpot, or Zoho.
• There is no limit to the amount of sales funnels you may create.
• Through the company’s website, a chatbot automatically communicates with new leads.

What Isn’t There

• There is no choice for a free plan.
• There isn’t any phone assistance for customers.
• On lower-priced programs, does not provide lead source reports.

A Quick Look at Pipedrive Pricing*

• $12.50 per month per user is required.
• Advanced: $24.90 per month for each user
• Professional: $49.90 per month for each user
• Enterprise: $99 per month for each user (10 user minimum)
• 14-day free trial of full access

*Pricing is based on a 12-month billing cycle. Monthly plans are also available.

Pipedrive is an excellent fit for businesses that sell multiple products or services using several different sales pipelines, as well as multiple sales reps for the various pipelines. Not only does it allow for an There is no limit to the amount of sales funnels you may create. to be created, but it also offers advanced lead routing tools.

Lead routing tools may be set up manually or automatically to route leads to the appropriate sales channel and rep. Businesses may utilize the chatbot to conduct automated discussions with new leads on their website for automatic lead routing. The lead is then qualified and sent to the appropriate sales agent depending on the responses to the questions.

Pipedrive is reasonably priced when compared to the other solutions on our list, but there is no free plan. HubSpot CRM (Customer Relationship Management) is a free lead management software that we suggest for entrepreneurs.

Features of Pipedrive

Pipedrive’s lead routing page allows you to drag and drop leads. (Image courtesy of RouterJet)

• The chatbot function automatically initiates conversations with new prospects and assigns them to the appropriate sales professionals based on their responses to standard inquiries.
• The built-in meeting booking feature delivers calendar links to prospects through live chat, and then Pipedrive Scheduler syncs appointments to the sales rep’s calendar.
• To receive important information on leads, use the smart contact data tool.
• To generate inbound leads, create a custom webform.
• Design an infinite amount of data fields and label them as vital or mandatory fields with lead data field customisation.

Do you want to learn more about CRM? To learn more about Pipedrive’s extensive feature set, see our Pipedrive review.

Go to Pipedrive.com.

The Best Free Lead Management Software is HubSpot CRM (Customer Relationship Management).

HubSpot CRM (Customer Relationship Management)

3.74 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• There is no restriction to the number of people who may utilize the free plan.
• It’s a simple interface to use, particularly for beginning users.
• For contact management, task generation, and lead engagement, lead management functions translate well to the mobile app.

What Isn’t There

• Scores are not available on lower-cost options.
• On free and low-cost plans, there is no multi-pipeline generation.
• On the free plan, there is no phone assistance.

HubSpot CRM (Customer Relationship Management) Pricing at a Glance*

• Free: Can be used by an infinite number of people.
• HubSpot for Startups: Monthly fees range from $40 to $89
• The Marketing Hub costs $45 per month.
• Starts at $45 per month for Sales Hub.
• Starts at $45 per month for the Service Hub.
• CMS Hub: Monthly fees range from $23 to $1,200.
• Free for connecting HubSpot with third-party applications is the Operations Hub. Paid plans start at $45 per month.
• The CRM Suite costs $45 per month.
• 14-day free trial

*Prices are based on a monthly payment cycle. You may, however, choose to pay in full each year for a cheaper fee.

Many of the lead management software tools provided by HubSpot CRM (Customer Relationship Management) are available within its free option. This includes lead appointment scheduling, multiple reporting dashboards on lead progress, and live bots to qualify leads as potential buyers through automated live chat communication channels.

Lead and deal scoring are only accessible on Sales Hub’s Professional and Enterprise subscriptions, which are more expensive. Agile CRM is a good option for sales teams that want high-level lead scoring features included as part of their package.

HubSpot CRM (Customer Relationship Management) Features

HubSpot CRM (Customer Relationship Management) lead contact profile page (Source: HubSpot)

• Tasks are created using custom process automations depending on lead triggering events.
• Reporting capabilities across many dashboards
• To interact with leads one-on-one at a defined time, use email scheduling tools.
• To engage with leads and qualify sales-ready prospects, use live chat autobots.
• Leads may make appointments using the built-in meeting scheduling tools.

Read our HubSpot CRM (Customer Relationship Management) review to get more information on how this platform helps small businesses grow.

Go to HubSpot CRM’s website. (Customer Relationship Management)

Bitrix24: Best Software With Quoting & Invoicing Features

Bitrix24

3.41 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• There is no restriction to the number of people who may utilize the free version.
• For the free plan, you get an unlimited amount of leads and discounts.
• Lead-to-deal conversion in one click

What Isn’t There

• The user interface is not user-friendly.
• Customer service is only available during business hours.
• The free plan does not include lead, transaction, or contact reports.

A Quick Look at Bitrix24 Pricing*

• Free: There is no restriction to the number of people who may use it.
• $24 per month for Start+ (up to two users)
• CRM+ costs $69 a month (up to six users)
• $69 per month for Project+ (up to 24 users)
• $99 per month is the standard rate (up to 50 users)
• $199 per month for professionals (unlimited users)

*The aforementioned pricing is for monthly plans. You may also pay in full quarterly, yearly, or twice a year.

Users may send and store PDF quotations inside the CRM system even on the free edition of Bitrix24. With one-click quote-to-invoice capability, they may be tied to different lead profiles and turned into sendable invoices. Small firms may undertake sales enablement activities inside their lead management software using the built-in quotation and invoice management features.

Although Bitrix24 allows users to add an unlimited number of leads to the CRM system for free, users are unable to generate lead or deal analytics reports on the free plan. For smaller businesses looking for CRM analytics regarding their leads, we invite you to check out HubSpot CRM (Customer Relationship Management) as a free option with those specific tools.

Features of Bitrix24

Bitrix24 generates an invoice based on a lead (Source: Bitrix24)

• Visualize lead progress in the sales funnel using a Kanban view.
• Tools for connecting estimates or invoices to lead profiles are built-in.
• An picture of a business card may be used to generate leads using the card scanner capability.
• A website form generator that can create leads and automatically import them into a CRM database.

Do you want to discover whether this CRM is right for your company? Read our in-depth Bitrix24 review.

Bitrix24 is a website that you should check out.

How We Decided Which Lead Management Software Was the Best

We looked at overall product price as well as features unique to lead management tasks, such as lead scoring capabilities, lead data organization tools, and choices for monitoring lead movement through the sales funnel, to find the best lead management software. The product should also have a user-friendly platform and excellent customer service.

Based on our evaluation, Sell with Zendesk is the best overall choice as it offers full-range, comprehensive solutions to lead management with tools for lead scoring, prospect filtering, sales pipeline monitoring, and lead data enrichment.

It also has lead capture automation features, allowing organizations to automatically move lead information from a web enquiry or service ticket into a sales opportunity, which can subsequently be nurtured via built-in or linked automated email correspondence.

The headings below provide an overview of our criteria for selecting the best lead management software:

40% of the overall score

Price was the most highly weighted while analyzing the finest lead management software, since it is often one of the most significant criterion for any small company. We looked at whether or not there were any free plans, various subscription choices, and whether or not monthly pricing was available.

20% of the overall score

We looked at both general and lead-specific features, such as the ability to filter leads based on characteristics, lead tracking capabilities, and lead capture tools. Additionally, the ability to automate these numerous lead management actions was considered.

15% of the overall score

Because the benefits of any application are only as good as its usability, the simplicity of use of lead management software packages received the second greatest weight of criterion. The experience necessary to combine it with other programs, the competence required to run the lead management capabilities, and the interface’s intuitiveness were all considered.

15% of the overall score

Comprehensive support and service may help users avoid problems while using the platform. Customer service hours and availability of assistance by phone, live chat, and email were considered while evaluating help and support.

10% of the overall score

We looked examined what other users had to say about each lead management software in addition to our own personal experiences with the suppliers. These factors take into account how consumers feel about a CRM solution based on their evaluations in order to obtain insight into its popularity, simplicity of use, and overall value for the money.

*Percentages based on total score

The “lead management app free” is a software that helps companies manage leads. The 6 best lead management software products are: Zoho, Salesforce, HubSpot, Marketo, Act-On and Infusionsoft.

Frequently Asked Questions

Which tool creates best quality leads?

A: The best leads are created by the combination of both abrasive grit and a smooth surface.

What are the five major stages of lead management?

A: The five major stages of lead management are identification, qualification, opportunity assessment, account and prospect development.

What is lead management system?

A: Lead management systems are used to manage the process of tracking and managing leads. They typically consist of a database, lead scoring system, reporting tools, and CRM software.

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