Finding software can be overwhelming. We've helped many businesses choose the right lead management software so they can automate lead tracking and streamline the lead lifecycle.

Showing 1-20 of 380 products

SharpSpring

SharpSpring is a fully integrated cloud-based marketing tool that offers customer relationship management, marketing automation, mobile and social marketing, sales team automation, customer service and more, all within one solution. SharpSpring... Read more

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Recent recommendations: 5 recommendations

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Deployments: Cloud
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SALESmanagoFrontRunners 2021

SALESmanago is a cloud-based marketing automation solution for small, midsize and large businesses. It caters to various industries including e-commerce, retail, hotels, guest houses, finance, banking, manufacturing, law firms, bookshop,... Read more

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Recent recommendations: 5 recommendations

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Deployments: CloudOn premise
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Ontraport

Ontraport provides a customer relationship management (CRM) system for small and growing businesses looking to automate marketing and sales efforts. The solution includes tools for email marketing, lead scoring, lead nurturing, lead... Read more

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Recent recommendations: 5 recommendations

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Deployments: Cloud
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Act-On

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... Read more

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Recent recommendations: 3 recommendations

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Heymarket

Heymarket is a cloud-based communication tool suitable for small businesses in a variety of industries. It offers a text messaging app that allows users to schedule and manage communications with customers. Native apps are available... Read more

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Recent recommendations: 3 recommendations

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Deployments: Cloud
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Net-­Results

Net-Results is a cloud-based marketing automation solution for small, midsize and large businesses. Primary features include lead management, lead scoring, marketing list management, email builder, social media management, insights... Read more

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Recent recommendations: 2 recommendations

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Deployments: Cloud
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Akero

Designed and developed exclusively for student-specialist marketers and recruiters, Akero helps you improve marketing performance and increase student enrollments. It’s an easy-to-use, subscription-based platform that sits as an... Read more

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Recent recommendations: 2 recommendations

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Deployments: Cloud
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HubSpot Marketing Hub

HubSpot is a leading growth platform. Over 52,000 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Marketing... Read more

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Recent recommendations: 1 recommendations

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Deployments: Cloud
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Trumpia

Trumpia is a SMS marketing automation platform that helps small to large businesses manage messaging campaigns and communication across all digital channels. The SaaS solution allows users to automate processes for sending messages,... Read more

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Recent recommendations: 1 recommendations

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Deployments: Cloud
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PinPointe

PinPointe is a cloud-based email marketing tool that helps small, midsize and large enterprises across various industry verticals to create, distribute, analyze and manage their email marketing campaigns.  PinPointe allows users... Read more

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Recent recommendations: 1 recommendations

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iPost

iPost is a cloud-based marketing solution that helps small to large enterprises in retail, restaurant, gaming and other businesses launch email campaigns, facilitating sales processes. It comes with an administrative dashboard, which... Read more

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Recent recommendations: 1 recommendations

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Deployments: Cloud
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Maropost

Maropost is a cloud-based marketing solution enabling marketing teams to strategically engage with their audience through marketing automation and analytics. It has proved to be successful for businesses of all sizes across multiple industries.  Maropost expands... Read more

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Recent recommendations: 1 recommendations

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Deployments: Cloud
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Cosmos Integrated Marketing Portal

Integrated Marketing Portal (IMP) by Cosmos Communications is a marketing solution serving large companies in industries including accounting, agriculture, education, energy, insurance, manufacturing, non-profit, retail, telecommunications... Read more

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Recent recommendations: 1 recommendations

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Deployments: Cloud
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KIZEN

Kizen offers a cloud-based suite of marketing, customer relationship management (CRM) and sales tools suitable for small and midsize businesses in a range of industries. Features include contact and lead management, form automation,... Read more

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Recent recommendations: 1 recommendations

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Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various... Read more

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Notifii

Notifii is a cloud-based package management and community notification platform that allows users to streamline package management operations. Primary features of Notifii include package information, the ability to log packages, automatic... Read more

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Klaviyo

Klaviyo is a cloud-based email marketing solution for e-commerce businesses. Key features include integration with multiple platforms, audience segmentation and performance reporting. Klaviyo allows users to send out targeted email... Read more

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BenchmarkONE

BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. BenchmarkONE... Read more

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Drift

Drift is a cloud-based solution designed to help businesses automate sales processes by adding live chat windows to websites for increased customer experience and loyalty. Key features include chatbots, geo-targeting, offline access,... Read more

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Delivra

Delivra is a cloud-based marketing platform designed for companies looking to manage automated email marketing campaigns. It’s suited for small to midsize organizations in a variety of industries, such as education, healthcare, real... Read more

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Buyers guide


Last Updated: February 23, 2021

While 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?
Common Features
Expected Benefits
What Type of Buyer Are You?
Market Trends to Understand

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.

Common Features

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.

Expected Benefits

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.

What Type of Buyer Are You?

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.

Market Trends to Understand

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. This figure is even higher for CRM buyers: according to our 2013 CRM BuyerView Report, 96 percent of prospective buyers prefer cloud-based software.

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.

FrontRunners

Your Guide to Top Lead Management Software, January 2021

Software Advice uses reviews from real software users to highlight the top-rated Lead Management Software products in North America.

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Software Advice
“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 on the 15th of the month prior to publication.