Lead Management Software

Lead Management Software Overview

Lead Management software analyzes, qualifies, and cultivates incoming sales leads so they can be converted into new business deals. It is a critical subset of CRM (Customer Relationship Management) and a part of Marketing Automation. It is also known as customer acquisition management, contact management, or prospect management. Sales Pipeline software and Sales Intelligence software are related categories. Lead generation and lead capture capabilities are often included within lead management software.


Lead management systems bring in leads that have been captured from a variety of sources such as:

  • Campaigns

  • web forms and web cookies

  • purchased lists

  • social networking

  • Emails

  • Chat

  • quote requests


It moves the leads through qualification and nurturing until they are ready to be turned over to a sales rep to close the deal.


The platform collects intelligence about leads, scores them, and tracks them. The leads are categorized; sorted by legitimacy and priority. For each category, guidance is provided on the best way to follow up with the lead and convert them into customers. This information allows marketers to understand which tactics bring in the highest quality leads, which sales strategies are effective, and which stages each lead must pass through before becoming a customer.

Top Rated Lead Management Products

TrustRadius Top Rated for 2022

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

Lead Management Products

(1-25 of 51) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.

monday.com

monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.…

Key Features

  • Task Management (1216)
    92%
    9.2
  • Team Collaboration (1200)
    91%
    9.1
  • Resource Management (1051)
    82%
    8.2
HubSpot CRM

HubSpot CRM

Customer Verified
Top Rated

HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team…

Key Features

  • Customer data management / contact management (569)
    88%
    8.8
  • Integration with email client (e.g., Outlook or Gmail) (557)
    84%
    8.4
  • Workflow management (550)
    83%
    8.3
SharpSpring from Constant Contact

SharpSpring, a Constant Contact company, is a revenue growth marketing platform that helps small businesses generate leads, improve conversions to sales, and drive higher returns on marketing investment. The platform, open architecture and customer support, along with flexible contracts,…

Key Features

  • List management (490)
    89%
    8.9
  • Email deliverability reporting (806)
    85%
    8.5
  • Lead scoring and grading (482)
    83%
    8.3
Quickbase

Quickbase

Customer Verified
Top Rated
TRUE

Quickbase provides a no-code operational agility platform that enables organizations to improve operations through real-time insights and automation across complex processes and disparate systems. The vendor states their goal is to help companies achieve operational agility—to be…

Key Features

  • Platform Scalability (99)
    89%
    8.9
  • Reusability (104)
    82%
    8.2
  • Platform User Management (104)
    82%
    8.2
Insightly

Insightly

Customer Verified
Top Rated

Insightly is an online CRM solution targeted at small and mid-sized businesses. It also provides project management, workflow automation, and reporting capabilities, along with 3rd-party integrations.

Key Features

  • Customer data management / contact management (304)
    90%
    9.0
  • Integration with email client (e.g., Outlook or Gmail) (284)
    87%
    8.7
  • Task management (292)
    84%
    8.4
Salesforce.com

Salesforce

Customer Verified
Top Rated

Salesforce is a web-based CRM application that enables users to forecast revenues and track leads. It is a leading sales, service, and marketing app. Salesforce.com's Sales (CRM), Service, Platform and Marketing applications are designed to help companies connect with customers,…

Key Features

  • Opportunity management (182)
    85%
    8.5
  • Customizable reports (182)
    84%
    8.4
  • Customer data management / contact management (186)
    83%
    8.3
Zoho CRM

Zoho CRM

Customer Verified
Top Rated

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

Key Features

  • Customer data management / contact management (216)
    84%
    8.4
  • Custom fields (215)
    84%
    8.4
  • Workflow management (205)
    79%
    7.9
Keap (formerly Infusionsoft)

Keap

Customer Verified
Top Rated

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

Key Features

  • List management (125)
    87%
    8.7
  • Lead nurturing (124)
    85%
    8.5
  • Email deliverability reporting (174)
    82%
    8.2
Conversica

Conversica provides lead management software for marketing, inside sales and sales groups.

Pipedrive

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

Key Features

  • Opportunity management (56)
    89%
    8.9
  • Pipeline visualization (58)
    85%
    8.5
  • Task management (54)
    75%
    7.5
Freshworks CRM (formerly Freshsales)

Freshworks CRM (formerly Freshsales) is an all-in-one sales CRM software with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to…

Key Features

  • Customer data management / contact management (51)
    85%
    8.5
  • Interaction tracking (50)
    83%
    8.3
  • Integration with email client (e.g., Outlook or Gmail) (50)
    81%
    8.1
Lusha Extension

Lusha, headquartered in New York, supplies sales, marketing, and recruiting professionals with additional profile data for leads and job candidates. The data is available as a browser or Salesforce plugin, via an API, or through Lusha's Zapier integration.

Key Features

  • Company information (42)
    83%
    8.3
  • Contact information (45)
    82%
    8.2
  • Industry information (40)
    78%
    7.8
LeadSquared

LeadSquared is a marketing automation and CRM platform. It includes landing pages, email marketing, lead management, analytics, connectors, and WordPress Plugins.

Key Features

  • Dashboards (38)
    100%
    10.0
  • Lead scoring and grading (38)
    87%
    8.7
  • Email deliverability reporting (73)
    68%
    6.8
Really Simple Systems

Really Simple Systems is a customer relationship management (CRM) software deployed via cloud with built-in features like email marketing, pipeline management, and case management.

Key Features

  • Customer data management / contact management (33)
    78%
    7.8
  • Role-based user permissions (28)
    78%
    7.8
  • Custom fields (28)
    71%
    7.1
Hunter

Hunter is a cloud-based email search solution that helps businesses find and verify professional email addresses from domains, companies or a specific professional on the web.

Copper

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Key Features

  • Integration with email client (e.g., Outlook or Gmail) (18)
    83%
    8.3
  • Customer data management / contact management (18)
    60%
    6.0
  • Task management (18)
    47%
    4.7
Zendesk Sell (formerly Base CRM)

Zendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk Sell can be extended with Reach, a lead generation…

Key Features

  • Workflow management (15)
    65%
    6.5
  • Interaction tracking (15)
    65%
    6.5
  • Integration with email client (e.g., Outlook or Gmail) (15)
    59%
    5.9
Maximizer CRM

Maximizer CRM is a customer relationship management (CRM) software built to maximize sales leads and calls.

Key Features

  • Interaction tracking (5)
    43%
    4.3
  • Customer data management / contact management (5)
    20%
    2.0
  • Opportunity management (5)
    20%
    2.0
Apptivo

Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.

Wingmate

Wingmate engages field staff, on the go, to generate new sales, improve service & communicate in real-time. The solution is comprised of a Mobile App for staff on the move to capture/report intel and send it back to a team at the office. Its Simple CRM - management dashboard…

Phonexa

Phonexa is an all-in-one suite for marketing automation that empowers companies to optimize inbound web and call campaigns, and outbound call, email, and SMS campaigns, all while having the ability to enhance consumer journey every step of the way. Complete with seven turnkey solutions,…

SalesRabbit

SalesRabbit, headquartered in Lehi, Utah, is a developer of software services for door-to-door and field sales teams. Their products are designed to enable sales teams to operate at peak performance by helping them motivate their teams, manage their resources effectively, and develop…

Clear C2 C2CRM

Clear C2 is a 20yr CRM software development company based in Dallas, TX. They describe their CRM solution C2CRM as robust yet easy to use. It is built for companies of all industries and sizes (10 user minimum), and presented as a customizable CRM designed to drive sales, mange customer…

Infer

Infer is a predictive intelligence lead scoring platform with pre-built integrations to Salesforce, Eloqua, and Marketo.

ExtraaEdge

ExtraaEdge is a data science-driven Sales and Marketing software developed for Educational Institutes. Focused on increasing student enrollments and optimizing the marketing cost via automation and analytics. It enables educational institutes to automate, streamline and manage their…

Learn More About Lead Management Software

What is Lead Management Software?

Lead Management software analyzes, qualifies, and cultivates incoming sales leads so they can be converted into new business deals. It is a critical subset of CRM (Customer Relationship Management) and a part of Marketing Automation. It is also known as customer acquisition management, contact management, or prospect management. Sales Pipeline software and Sales Intelligence software are related categories. Lead generation and lead capture capabilities are often included within lead management software.


Lead management systems bring in leads that have been captured from a variety of sources such as:

  • Campaigns

  • web forms and web cookies

  • purchased lists

  • social networking

  • Emails

  • Chat

  • quote requests


It moves the leads through qualification and nurturing until they are ready to be turned over to a sales rep to close the deal.


The platform collects intelligence about leads, scores them, and tracks them. The leads are categorized; sorted by legitimacy and priority. For each category, guidance is provided on the best way to follow up with the lead and convert them into customers. This information allows marketers to understand which tactics bring in the highest quality leads, which sales strategies are effective, and which stages each lead must pass through before becoming a customer.

Lead Management Software Features


Most lead management platforms will include the following features:

  • Campaign Management

  • Customer Interaction Tracking

  • Automated Data Collection and Management

    • Forms

    • Customer Profiles

  • Lead Capture and Source Tracking

  • Lead Qualification and AI-Powered Scoring

  • Lead Segmentation and Prioritization

  • Sales Team Routing Rules, Distribution, and Tracking

  • Lead Nurturing

  • Prospecting Tools and Sales Tracking

  • Analytics / Forecasts / Reporting / Custom Dashboard

  • Third-Party app integration

Depending on the product, lead management may be cloud-based or web/browser-based. They are generally supported by Windows, Mac, Android, Linux, and iOS systems.


Lead Management Software Comparison


To choose the appropriate set of tools, first assess the complexity of your sales process, the number of leads generated, the size of your sales team, and the opportunities for future growth.


Before purchasing lead management software consider whether your requirements dictate that it be part of a CRM system, a marketing system or work best as a standalone option.


For businesses where the customer relationship ends with a sale, a pure lead management system is sufficient. For businesses where it is important or necessary to continue the customer relationship after the sale, a CRM system would be a better choice. Lead management software may also be a better fit for smaller businesses that aren’t yet ready for a larger and more complex CRM system.


If you’re considering leveraging your CRM system as a lead management tool as well, note that some CRM systems are especially geared towards and effective for sales, while others are tailored to support specific industries.


Evaluating which of the many available features are required will narrow your product choices.


Factor in training, ease of use, and the amount of time it will take to get up and running with the software. Cloud-based options are usually quicker to implement.


Pricing Information


A basic subscription plan ranges from $12 to $40 per user, per month, when billed annually. Advanced versions with greater functionality and CRM capabilities can cost up to $200 dollars a month, per user.


Some vendors require that you request a pricing quote, others offer free trial or limited capability free versions.


Support is usually included in the pricing; however, some vendors require an additional fee for premium support.


Related Categories

Frequently Asked Questions

What does Lead Management Software do?

Lead management software guides you through the steps that convert leads into sales. Leads are brought in, recorded, qualified, prioritized, nurtured, and distributed to sales teams. Its analysis and intelligence gathering capabilities help create more effective sales strategies and fine-tune your lead management operations.

What are the benefits of using Lead Management Software?

There are several important benefits of using Lead Management Software:

  • Increases the number of leads generated
  • Increases customer acquisition and engagement
  • Improves lead processing efficiency
  • Centralizes all information about customer activities, interests, and leads
  • Prevents redundancy, filters out duplicate leads
  • Defines and controls lead workflow, tracks the lead, and highlights active leads
  • Predictive analysis/forecasts and real-time reporting
  • Improves sales and marketing team coordination


How much does Lead Management Software cost?

Pricing can be as low as $12 per month, per user for basic lead management software plans. More advanced plans can cost upwards of a couple hundred dollars a month when included as part of a robust CRM offering. Some vendors offer free trials or free versions with limited functionality.