Software Advice offers objective, independent research and verified user reviews. When our advisors match you to a software provider, we may earn a referral fee.
Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.
Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.
Showing 1 - 25 of 516 products
Sort by
Audience Studio is a data management platform (DMP) designed to help businesses deliver personalized marketing experiences by capturing and storing data signals from multiple sources. Advertisers can utilize machine learning technologies to define audience...Read more about Salesforce Marketing Cloud
recommendations
Brevo is a cloud-based email marketing tool suited for organizations of all sizes. It offers marketing automation, email campaigns, transactional emails and SMS messages functionalities within a suite. Brevo allows users to create mobile-responsive emails...Read more about Brevo
recommendations
Established in 2008, Act-On is a comprehensive marketing automation tool designed to offer a complete suite of applications, including email marketing, website visitor tracking, lead management, social media management, reporting and analytics, as well as ...Read more about Act-On
recommendations
Trusted by 100k+ ecommerce businesses, Omnisend’s all-in-one email marketing & SMS tool automates your marketing across the entire customer journey—reaching the right audience, with the right message at the right time. Capture and grow subscriber lists wit...Read more about Omnisend
EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relations...Read more about EngageBay CRM
Referrizer is a marketing automation solution designed to help businesses acquire new customers and manage recurring purchases, communication, referral, reputation and more. The platform enables organizations to run email marketing and drip campaigns using...Read more about Referrizer
nocrm.io is a cloud-based sales management system designed for small and midsize businesses which offers prospecting, lead tracking and pipeline management within a suite The solution allows users to upload contacts either from Excel, CSV or directly ...Read more about noCRM.io
Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. Salesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization. The platform solves t...Read more about Salesmate
Envoke is built for communications professionals whose mandate is to communicate with stakeholders without risking their organizations' reputation. Unlike marketing software that is used to generate leads and sell to them, Envoke's features focus on flex...Read more about Envoke
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verti...Read more about Creatio CRM
ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on ActiveCampaign’s mix of pre-built automations and integrations (including Facebook, Google, ...Read more about ActiveCampaign
Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solution. Designed for small to large businesses, it comes with a progressive dialer for users to automate processes such as engaging with prosp...Read more about Ricochet360
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. This CRM provides both salespeople and sales management with many ways of displaying and analyzing sales ...Read more about Pipeliner CRM
Myphoner enables sales teams to easily manage their prospects with a simple to use cold outreach CRM, never has it been easier to follow up and drive leads. Whether you do cold calling, warm calling, meeting booking, inside sales, it's all about following...Read more about Myphoner
At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, ...Read more about Lead Gen & CRM (formerly SharpSpring)
Pipedrive is a web-based sales CRM software that helps sales teams of all sizes and industries close more deals. Used by over 100,000 companies, Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sale...Read more about Pipedrive
VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations. VanillaSoft uses a queue-based sorting system that also provides ...Read more about VanillaSoft
Lead Docket is a cloud-based customer relationship management (CRM) solution that helps law firms to track leads. Key features include a real-time dashboard, contact management, task management and reporting. It enables users to search, sort and filter lea...Read more about Lead Docket
GlassHive helps tech companies of all sizes including MSPs, MSSPs, VARs, vendors and more manage marketing and sales processes. It includes CRM, email marketing, sales management, tasks, integrations, marketing plans, collateral builder, marketing, sales r...Read more about GlassHive
Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work. It automates the data entry user would normally have in a CRM by gathering data from social ...Read more about Salesflare
Law Ruler is redefining what legal practice management and intake software should be for volume litigation practices focused on mass tort, personal injury, social security disability, immigration, civil litigation, employment, criminal defense. It is built...Read more about Law Ruler Software
Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key f...Read more about Claritysoft CRM
Build journeys that drive revenue. Your customer data, marketing automation & analytics, together. Since 2015, Ortto has empowered over 10,000 companies with their software. Ortto allows online businesses to unify their customer data with their CDP, segm...Read more about Ortto
Introducing LineLeader by ChildcareCRM One login gives you absolutely everything you need to run your business and optimize your family experience in one unified platform. Easily search, manage, and report on pre- and post-enrollment data, making running ...Read more about LineLeader by ChildcareCRM
FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibil...Read more about FreeAgent CRM
Software Advice uses reviews from real software users to highlight the top-rated Lead Management products in North America.
Learn how products are chosen“Usability” includes user ratings for Functionality and Ease of Use.
“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.
Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.
This detailed guide will help you find and buy the right lead management software for you and your business.
Last Updated on November 21, 2023While many customer relationship management (CRM) and sales force automation (SFA) vendors provide the ability to manage leads within their software, some offer solutions specifically designed for this function. Lead management software provides companies with an automated way to track leads and nurture them until they become buyers.
There are numerous types of lead tracking software available in the market that provide lead management CRM capabilities. To help buyers narrow down their choices, we’ve created this guide outlining the typical features found within these systems, the types of buyers that generally evaluate this type of software and other important considerations to weigh before making a decision.
Here's what we'll cover:
What Is Lead Management CRM Software?
CRM systems help companies gather and store information on prospective and existing clients to better organize and manage relationships. Lead management software, however, helps organizations automate the movement and tracking of leads through the lifecycle from acquisition to conversion, helping increase efficiency and qualification and conversion rates. While features vary from one vendor to the next, the following are common to most lead management systems:
According to Gartner, CRM lead management involves processes that integrate unqualified contacts and opportunities from a variety of sources. The outputs of these processes are qualified, sorted, scored, nurtured, augmented and prioritized selling opportunities. These are then distributed to direct, indirect or digital commerce sales channels for further action.
While features vary from one vendor to the next, the following are common to most lead management systems:
Lead capture: Lead capture helps to generate more data from people who are interested in the products and services you offer. Leads are generally captured using lead forms placed at prominent positions on your website. The captured leads are nurtured and scored to enable faster sales.
Lead storage and distribution: Lead tracking software allows companies to manage the flow of leads captured through various channels (e.g., email and web forms). These leads are stored within a database, where they can be evaluated and distributed to the right employee within the organization based on certain criteria.
Lead nurturing: Companies can use nurturing tools to check the status of leads and automate the process of following up with and delivering relevant content to these leads. This helps maintain and strengthen the relationship until the lead is ready to make a purchase.
Lead scoring: Lead scoring is the process of grading leads using certain attributes to identify those most likely to result in a sale. Lead management software facilitates this process by filtering leads according to job title, demographic, online behavior and other variables companies deem most desirable.
Lead segmentation: Lead segmentation is the process of sorting leads into various categories based on criteria, such as geography, professional qualification, job role or industry. This practice targets potential leads more effectively as the right message, service or product is sent to the right set of potential buyers.
Lead analytics and reporting Creating and analyzing lead reports provides companies with an overview of marketing and sales results to help understand which leads are converting at the highest rates and which campaigns are most successful.
Pipeline management: Pipeline management allows you to track the status of potential customers or leads. It helps you understand the sales process as well as manage and assess all sales opportunities throughout the sales cycle.
Streamlined lead lifecycle. A lead management system automates the lifecycle of leads once they’ve been captured, preventing them from being overlooked and ensuring they’re promptly followed up on to increase the chance of conversion.
Improved lead prioritization. By using software to evaluate and score leads, sales and/or marketing teams can increase the speed and efficiency of conversions by highlighting those leads most likely to result in a sale.
Customer data capture: Having a lead management system in place helps businesses capture a prospect’s complete history of interactions with the company. You’ll have a database of customer information that can help in further marketing or cross sales. You can analyze this data to understand how a prospect was converted to a customer. The software also helps to keep all data uniform, making it easier for sales representatives to know what information is available.
B2B buyer. These buyers work for firms that sell their products or services directly to other businesses, as opposed to consumers. Because the lifecycles of these sales interactions are typically longer, B2B buyers need robust lead nurturing and scoring features to successfully maintain and grow the relationship with prospective customers.
B2C buyer. Professionals who market directly to consumers often need lead tracking software to help organize and prioritize the large amount of data associated with individual consumers. They also usually require analytics features found in these solutions to identify and break down consumer segments to improve their marketing strategies.
Cloud-based vs. on-premise: A 2014 Software Advice research indicates that in 2008, 88 percent of prospective buyers across all markets wanted on-premise software. This number has changed now, with 87 percent preferring cloud-based solutions.
Social media integration: Social media is used by nearly one in four people worldwide and companies have realized that monitoring these channels is critical to engage and build relationships with prospective buyers. Many vendors have followed suit and now offer advanced mobile apps to help professionals manage leads via a smartphone or tablet, no matter where they are.
Use of analytics: Gartner’s Magic Quadrant for CRM Lead Management (2016) states that CRM lead management software vendors are investing in predictive analytics, dashboards and KPIs. This is reflective of the need for better data analysis and intelligence for sales and marketing teams. The increasing collaboration between sales and marketing departments reflect the need for better analytics tools for decision making.
Growing investment in CRM lead management systems: The abovementioned Gartner report also says that companies continue to invest in lead management applications. It also states that smaller companies that previously didn’t use lead management software due to implementation or complexity issues are increasing their adoption of this feature. Vendors are also offering lead management applications that are easy to use, integrate with other applications and have re-designed UIs.