18 Best Sales Lead Management Software in 2024

Raz Popescu
Raz Popescu
LAST UPDATED
September 10, 2024
TL;DR

Check out top sales lead management software to streamline your sales process.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you need help with lead management, try our AI for sales. It automates prospecting, lead generation, and email outreach, saving you time and boosting efficiency.

Looking for the best sales lead management software to streamline your sales process and close more deals? We've curated a comprehensive list of the top 18 tools, complete with key features, pros, cons, and real user reviews. Whether you're a small business owner or an enterprise sales manager, this guide has you covered. From AI-powered platforms to automate sales prospecting to all-in-one CRM solutions, discover the perfect fit for your team's unique needs.

Each tool is evaluated based on its lead capture, nurturing, and analytics capabilities, so you can make an informed decision. Say goodbye to scattered lead data and hello to a more efficient sales pipeline. Let's dive in and find your ideal sales lead management software match!

1. Bardeen

Bardeen is an intuitive browser extension that automates repetitive tasks across apps, making it a top choice for sales lead management. With its ability to run automations 24/7 in the cloud and integrate with 100+ apps, Bardeen offers unmatched flexibility in optimizing workflows. Why not give it a spin and install the Bardeen Chrome extension for free to see how it can transform your lead management process?

Key Features

Bardeen's key features make it an excellent tool for sales lead management:

Popular Use Cases

Pros

  • Versatile capabilities beyond just lead management
  • 24/7 cloud-based automations, perfect for teams
  • AI-powered features for intelligent workflows

Cons

  • Steeper learning curve for advanced automations
  • Higher pricing for premium features and credits
  • Requires some technical know-how for complex playbooks

Reviews

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users praising its ease of use, customer service, and value for money. One reviewer noted, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

G2 reviewers give Bardeen 4.9 out of 5 stars, highlighting its time-saving benefits and powerful automation features. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

While not as widely discussed on Reddit as some other sales lead management tools, Bardeen has generally positive sentiment among users who have tried it for LinkedIn automation and web scraping. They appreciate its user-friendliness and extensive integration options.

Pricing

  • Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
  • Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
  • Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, teamwide automations, onboarding & training
  • Enterprise plan: Custom pricing for larger teams with more specific needs

Ready to automate your sales lead management? Sign up for Bardeen's free 14-day trial of premium features and experience the power of AI-driven workflows firsthand.

2. HubSpot Marketing Hub

HubSpot Marketing Hub is a top choice for businesses seeking a comprehensive marketing automation solution. With its user-friendly interface and powerful features, HubSpot Marketing Hub enables marketers to attract, engage, and convert leads at scale. The platform's seamless integration with HubSpot's CRM and other tools creates a cohesive customer experience across the entire buyer's journey.

Key Features

HubSpot Marketing Hub offers an array of features designed to optimize your marketing efforts:

  • AI-powered lead generation to attract and convert high-quality leads
  • Omni-channel marketing automation for personalized, targeted campaigns
  • Robust analytics and reporting to measure ROI and gain actionable insights
  • Content creation tools to produce engaging, optimized content across formats

Popular Use Cases

  • Automating lead nurturing campaigns to guide prospects through the funnel
  • Creating targeted landing pages and forms to capture leads and collect data
  • Analyzing marketing performance to optimize campaigns and allocate resources effectively

Pros

  • Intuitive, user-friendly interface suitable for marketers of all skill levels
  • Seamless integration with HubSpot CRM for end-to-end visibility and alignment
  • Extensive library of resources, training, and support to ensure success

Cons

  • Initial setup and onboarding may require time and effort to fully leverage capabilities
  • Pricing can be higher compared to some alternatives, especially for larger contact databases
  • Some advanced features may have a steeper learning curve for new users

Reviews

G2 users praise HubSpot Marketing Hub, giving it an average rating of 4.3 out of 5 stars. They highlight its user-friendly interface, powerful automation capabilities, and seamless integration with other tools.

On Capterra, HubSpot Marketing Hub earns an overall rating of 4.5 out of 5. Reviewers appreciate the platform's comprehensive feature set, ease of use, and exceptional customer support.

TrustRadius reviewers award HubSpot Marketing Hub an impressive 8.7 out of 10, commending its lead generation and nurturing capabilities, as well as its robust reporting and analytics.

Pricing

  • Starter: Starts at $45/month, includes essential marketing tools and 1,000 contacts
  • Professional: Starts at $800/month, includes advanced automation and reporting, 2,000 contacts
  • Enterprise: Starts at $3,200/month, includes custom objects, advanced reporting, 10,000 contacts
  • Free tools available with limited features and HubSpot branding

3. Pipedrive

Pipedrive is a popular sales lead management software that helps businesses organize and track their sales activities. Its intuitive interface, customizable pipelines, and robust integrations make it a top choice for sales teams looking to streamline their processes and close more deals.

Key Features

Pipedrive's key features are designed to help sales teams stay organized and productive:

  • Customizable pipelines to track deals at every stage
  • Contact and deal management to keep all customer data in one place
  • Email integration and tracking to seamlessly communicate with leads
  • Detailed reporting and forecasting to gain insights and predict revenue

Popular Use Cases

  • Managing sales activities and deal progress across the entire pipeline
  • Automating repetitive tasks like data entry and follow-up emails
  • Collaborating with team members on deals and customer interactions

Pros

  • User-friendly interface that is easy to learn and navigate
  • Highly customizable to fit unique sales processes and workflows
  • Integrates with 400+ third-party apps to connect sales data

Cons

  • Limited features on lower-tier plans can be restrictive for some teams
  • Reporting can be basic compared to more advanced CRM platforms
  • Lacks some marketing automation capabilities of all-in-one solutions

Pricing

  • Essential: $14 per user/month billed annually, $24 month-to-month
  • Advanced: $34 per user/month billed annually, $44 month-to-month
  • Professional: $49 per user/month billed annually, $64 month-to-month
  • Enterprise: $99 per user/month billed annually, $129 month-to-month
  • 14-day free trial available for all plans

Reviews

On Capterra, Pipedrive has an overall rating of 4.0 out of 5 based on 1,898 reviews. Users praise its efficiency, simplicity, and ease of use for managing sales pipelines.

G2 reviewers give Pipedrive 4.3 out of 5 stars, highlighting its intuitive interface, customization options, and responsive customer support as top benefits. Some users wish for more bulk editing tools and email template options.

On TrustRadius, Pipedrive earns a score of 9.4 out of 10. Reviewers note that it helps centralize operations, streamline workflows, and save significant time on administrative tasks. The most commonly cited drawbacks are the learning curve and pricing for advanced features.

4. Zoho

Zoho is a comprehensive suite of cloud-based business applications that includes a robust CRM platform with AI-powered sales tools. Zoho's AI assistant, Zia, provides intelligent assistance and automates tasks across various Zoho applications, making it an excellent choice for businesses looking for an all-in-one solution for their sales lead management needs.

Key Features

  • Generates business emails and social media posts to engage leads
  • Deal-winning prediction tool forecasts which deals are likely to close
  • AI-powered insights help prioritize high-potential opportunities
  • Triage responses based on each customer email's detected sentiment and intent

Popular Use Cases

  • Automating lead nurturing campaigns across multiple channels
  • Identifying high-value leads and deals to focus sales efforts
  • Personalizing customer interactions based on AI-driven insights

Pros

  • Comprehensive feature set for end-to-end sales lead management
  • Real-time anomaly detection in sales trends and activities

Cons

  • Some customization options are limited compared to standalone CRM tools
  • Initial learning curve for users new to the Zoho ecosystem

Pricing

  • Free plan available for small businesses
  • Paid plans start at $18 per user/month billed monthly or $12 per user/month billed annually
  • 15-day free trial available

Reviews

On G2, Zoho CRM has an average rating of 4.1 out of 5 stars from over 2,600 reviews. Many users praise its ease of use, customization options, and responsive customer support.

Capterra reviewers give Zoho CRM an overall rating of 4.0, highlighting its feature-rich platform and value for money. Some noted occasional slow-downs with third-party integrations.

Zoho consistently receives positive sentiment on Reddit, with users appreciating its comprehensive suite of interconnected business apps at an affordable price compared to alternatives. However, some mention that advanced customization may require Zoho developer assistance.

5. Zendesk

Zendesk is a powerful customer service platform that offers a range of features to streamline and automate sales processes. As a comprehensive solution for managing customer interactions, Zendesk is an excellent choice for businesses looking to improve their sales lead management.

Key Features

Zendesk's robust feature set makes it a top contender among sales lead management software:

  • Omnichannel support to engage leads across multiple channels
  • Automated workflows and task routing to speed up sales processes
  • Detailed reporting and analytics for data-driven decision making
  • Seamless integrations with popular sales and marketing tools

Popular Use Cases

  • Centralizing customer interactions for a 360-degree view of leads
  • Automating repetitive tasks to free up sales reps' time
  • Leveraging AI-powered tools to personalize customer experiences at scale

Pros

  • Comprehensive feature set for managing the entire sales cycle
  • Highly customizable to fit unique business needs and workflows
  • Robust reporting capabilities for tracking key sales metrics

Cons

  • Steeper learning curve compared to some other sales tools
  • Higher price point, especially for advanced features and add-ons
  • Some users report occasional issues with customer support responsiveness

Pricing

  • Suite Team: $55/agent/month or $660/agent/year
  • Suite Growth: $89/agent/month or $1,068/agent/year
  • Suite Professional: $115/agent/month or $1,380/agent/year
  • Suite Enterprise: Custom pricing

Reviews

On G2, Zendesk Sell has an average rating of 4.2 out of 5 stars from 485 reviews. Users praise its automation capabilities, customization options, and comprehensive feature set for streamlining sales processes.

Capterra reviewers give Zendesk Sell an overall rating of 4.0, highlighting its ease of use, helpful integrations, and powerful reporting. Some users note that the mobile app and customer support could be improved.

Feedback on Reddit suggests that while Zendesk is a robust tool, it may be better suited for customer support rather than pure sales use cases. However, many still find it valuable for managing leads and appreciate its extensive feature set, despite the learning curve and occasional support issues.

6. EngageBay

EngageBay is an all-in-one marketing, sales, and support CRM that helps companies streamline their inbound efforts and convert website visitors into happy customers. With a comprehensive suite of tools for capturing leads, nurturing them, and providing exceptional customer service, EngageBay enables businesses to build stronger relationships throughout the customer lifecycle.

Key Features

EngageBay offers a robust set of features for sales lead management:

  • 360-degree customer view across marketing, sales, and support
  • Automated workflows to nurture leads and prevent leakage
  • Customizable pipelines and sales forecasting
  • Productivity tools like task reminders and mobile CRM

Popular Use Cases

  • Capturing and qualifying inbound leads from multiple channels
  • Nurturing prospects with targeted email campaigns and sequences
  • Managing deals and pipelines to convert leads into customers

Pros

  • Affordable all-in-one platform with transparent pricing
  • Extensive set of native features with minimal need for third-party tools
  • Easy to set up and use with helpful customer support

Cons

  • Reporting capabilities are not as advanced as some alternatives
  • Fewer native integrations compared to enterprise-level CRMs
  • Bulk editing and management of records has limitations

Reviews

On Capterra, EngageBay has an overall rating of 4.0 out of 5 from 15 reviews. Users praise its comprehensive feature set, ease of use, and responsive customer support. Some noted minor UX issues and a slight learning curve.

G2 reviewers give EngageBay's all-in-one suite 4.6 out of 5 stars. They highlight benefits like streamlined data management, time savings from automation, and the ability to align marketing, sales and support. A few users mentioned the tool can be overwhelming at first due to its many capabilities.

On TrustRadius, EngageBay has earned a score of 9.4 out of 10 based on 4 reviews. Customers appreciate the platform's user-friendliness, scalability for growing teams, and prompt support. The main cons noted were a desire for more granular reporting and email threading capabilities.

Pricing

  • Free plan for up to 250 contacts and 1 user
  • Basic plan starts at $14.99/user/month for 500 contacts
  • Growth plan at $49.99/user/month for 10,000 contacts
  • Pro plan at $79.99/user/month for unlimited contacts
  • Save 20% with annual billing

7. Brevo (formerly SendinBlue)

Brevo is an all-in-one marketing and sales platform that offers a comprehensive set of tools for email marketing, SMS marketing, live chat, CRM, and more. It is an excellent alternative to HubSpot for businesses looking for an affordable, feature-rich solution to manage their sales leads and customer relationships.

Key Features

  • Intuitive drag-and-drop email editor for creating professional campaigns
  • Advanced segmentation and targeting to deliver relevant messages
  • Marketing automation for personalized workflows based on customer behavior
  • Integrations with various CRM and e-commerce platforms

These features make Brevo well-suited for businesses looking to streamline their sales lead management and nurture leads with targeted email campaigns.

Popular Use Cases

  • Sending targeted email campaigns to nurture leads and drive conversions
  • Automating lead scoring and segmentation based on customer interactions
  • Managing customer relationships and sales pipelines in a centralized CRM

Pros

  • Affordable pricing plans for small businesses
  • Comprehensive feature set for email marketing and automation
  • User-friendly interface and drag-and-drop email builder

Cons

  • Some users report occasional website lag and unresponsiveness
  • API documentation may not always be up-to-date
  • Free plan customer support is limited to tickets only

Pricing

  • Free plan available with limited features
  • Paid plans start at $9/month for 20,000 emails (about $7.50 USD)
  • Business plans start at $18/month for advanced features (about $15 USD)
  • Custom enterprise pricing available

Reviews

On G2, Brevo has an average rating of 4.5 out of 5 stars from nearly 2,000 reviews. Users praise its excellent value for money, ease of use for both marketers and developers, and the ability to centralize customer communications.

Capterra reviewers give Brevo an overall rating of 4.0, highlighting its intuitive email design process, affordability, and helpful customer support. Some users note minor UX issues and a desire for more granular reporting in lower-tier plans.

On GetApp, Brevo earns 4.5 out of 5 stars based on over 1,800 reviews. Positive feedback focuses on the platform's robust feature set, user-friendly interface, and excellent price-to-performance ratio for growing businesses.

8. Mailchimp

Mailchimp is a comprehensive email marketing platform that helps businesses create, send, and track personalized email campaigns. It offers a user-friendly interface, customizable templates, and advanced features like marketing automation and multichannel marketing. Mailchimp's robust analytics and reporting capabilities enable businesses to measure campaign performance and make data-driven decisions.

Key Features

Mailchimp offers a range of features that make it a popular choice for sales lead management software:

  • Comprehensive email marketing capabilities for creating and sending targeted campaigns
  • Marketing automation tools to nurture leads and drive conversions
  • Customizable templates and a drag-and-drop email builder for easy content creation
  • Advanced segmentation and personalization options to deliver relevant messages

Popular Use Cases

  • Engaging leads and customers with personalized email campaigns
  • Automating lead nurturing workflows and drip campaigns
  • Tracking email performance and analyzing campaign results

Pros

  • User-friendly interface and intuitive campaign creation process
  • Wide range of integrations with popular tools and platforms
  • Robust reporting and analytics features for data-driven insights

Cons

  • Limited customization options for advanced email designs
  • Higher pricing tiers for businesses with large contact lists
  • Occasional deliverability issues reported by some users

Reviews

On Capterra, Mailchimp has an overall rating of 4.5 out of 5 based on over 16,000 reviews. Users praise its ease of use, extensive features, and reliable email delivery. A reviewer states, "Mailchimp is as good as other more expensive competitors" and highlights the free plan as ideal for new businesses.

G2 reviewers give Mailchimp an average rating of 4.4 out of 5 stars. One user mentions, "We highlight our marketing campaigns thanks to the excellent work of Mailchimp" and appreciates the modern templates and user-friendly email editor.

Pricing

  • Free plan: $0/month (up to 1,000 contacts)
  • Essentials plan: $13/month (up to 5,000 contacts)
  • Standard plan: $20/month (up to 6,000 contacts)
  • Premium plan: $350/month (up to 150,000 contacts)

9. Calendly

Calendly is a popular meeting scheduling tool that simplifies the process of booking sales meetings. It's included in this list of best sales lead management software because it automates the scheduling process, saving sales reps valuable time and reducing back-and-forth emails. With customizable booking pages and integrations with popular calendar apps, Calendly makes it easy for prospects to schedule meetings at their convenience.

Key Features

Calendly offers several key features that make it valuable for sales lead management:

  • Customizable scheduling links for one-on-one, group, and team meetings
  • Integrations with Google Calendar, Outlook, and other popular calendar apps
  • Automated meeting reminders and follow-ups to reduce no-shows
  • Time zone detection and real-time availability to avoid scheduling conflicts

Popular Use Cases

  • Streamlining initial sales calls and product demos
  • Simplifying interview scheduling for sales hiring
  • Coordinating customer onboarding and training sessions

Pros

  • Eliminates manual scheduling tasks and reduces email clutter
  • Improves speed to lead by allowing prospects to book instantly
  • Offers a free basic plan for individuals with essential features

Cons

  • More advanced team scheduling features require a paid plan
  • May be overkill for small teams with lower meeting volumes
  • UI can be confusing for first-time users setting up complex availability rules

Pricing

  • Free basic plan for individuals with unlimited one-on-one meetings
  • Paid plans start at $8/user/month billed annually
  • 14-day free trial of paid features

Reviews

On Capterra, Calendly has an overall rating of 4.7 out of 5 from over 2,200 reviews. Users praise its ease of use, time-saving automation, and seamless integrations.

G2 reviewers give Calendly 4.7 out of 5 stars, highlighting benefits like improved lead response times, higher meeting attendance rates, and the ability to customize booking pages. Some noted a learning curve for advanced features.

Discussions on Reddit indicate users find Calendly effective for client-facing roles when used thoughtfully. Most appreciate the ability to offer specific time slots and reduce scheduling hassles. The consensus is it provides a professional, efficient scheduling experience.

10. Dialpad Ai Sales Center

Dialpad Ai Sales Center is a popular sales lead management software that stands out for its AI-powered features like real-time transcription, sentiment analysis, and Real-time Assist cards. These capabilities enable managers to quickly identify and intervene in at-risk calls, and provide reps with live coaching at scale. Dialpad's comprehensive integration with CRMs and productivity tools, along with its user-friendly interface, make it a top choice for sales teams looking to streamline workflows and boost performance.

Key Features

  • Real-time transcription, sentiment analysis, and live coaching with AI
  • Seamless integration with popular CRMs and productivity tools
  • Powerful call analytics and dashboards to track performance
  • Voicemail drop feature to efficiently leave pre-recorded messages

These features are crucial for sales teams as they enable data-driven decision making, personalized coaching, and improved efficiency in outreach efforts.

Popular Use Cases

  • Identifying and saving at-risk deals with real-time sentiment analysis
  • Providing reps with instant talking points during calls via Real-time Assist cards
  • Streamlining workflows by automatically logging activities to integrated CRMs

Pros

  • Comprehensive integration capabilities reduce the need for multiple tools
  • AI-powered features provide valuable insights and enable live coaching at scale
  • User-friendly interface and mobile compatibility enhance usability

Cons

  • The learning curve associated with mastering numerous AI-driven features
  • Higher pricing compared to some other sales lead management tools
  • Occasional minor bugs or glitches reported by some users

Reviews

On G2, Dialpad Ai Voice has an average rating of 4.4 out of 5 stars from 1,834 reviews. Users praise its AI-powered features like real-time transcription and the ability to automate note-taking and follow-up tasks.

A reviewer on G2 highlighted how Dialpad Ai Voice serves as "a life saver and great accountability tool" by providing call summaries and action items, making it invaluable for their intake team.

Another G2 review appreciated Dialpad's API tools for software developers and the flexibility it offers for remote work, while noting some areas for improvement in fine-grained control settings and call routing visualization.

Pricing

  • Standard plan starts at $15 per user/month billed annually
  • Pro plan starts at $25 per user/month billed annually
  • Additional local numbers start at $5 per number/month
  • 14-day free trial available for all plans

11. Regie.ai

Regie.ai is an all-inclusive hub for using AI to manage outreach, making it a top choice for sales lead management software. It handles every phase of outreach management and automation with a variety of AI tools, from audience discovery and relevant content generation to outbound prioritization and dynamic audience engagement.

Key Features

Regie.ai's key features make it a comprehensive solution for sales lead management:

  • AI-powered audience discovery to find new target accounts and contacts
  • Customizable AI prompts to generate on-brand, personalized content
  • Intent data analysis to prioritize outreach to in-market prospects
  • Dynamic audience engagement to nurture leads until sales-ready

Popular Use Cases

  • Automating cold outbound prospecting with personalized multi-channel outreach
  • Generating tailored LinkedIn messages to engage target buyers
  • Creating personalized nurture sequences for leads not yet ready to buy

Pros

  • Comprehensive suite of AI tools for end-to-end outreach management
  • Saves significant time by automating prospecting and content creation
  • Improves lead quality by focusing on in-market prospects

Cons

  • Limited number of direct integrations with other tools
  • Some advanced AI features only available at higher pricing tiers

Pricing

  • Free plan available
  • Pro plan starts at $59/month
  • Small Business plan at $89/month per seat, billed annually

Reviews

On G2, Regie.ai has a rating of 4.4 out of 5 stars from 336 reviews. Users praise its personalization capabilities and time-saving automation. One user noted "It helps me personalize openers and entire emails for prospects so each prospect gets a unique email that hopefully they will see value in. This has saved me hours of time."

Capterra reviewers give Regie.ai an overall rating of 4.0, with positive feedback on its AI-powered automation. A user shared "I would say that this is best ai for automation , can be used by any one who want to get automated of their product they run."

Discussions on Reddit highlight Regie.ai as a promising tool for scaling LinkedIn outreach, with comments like "Regie.ai seems promising as well, but it just needs more time to develop." Users note its potential to automate prospecting and improve response rates.

12. Salesforce

Salesforce is a leading customer relationship management (CRM) platform that empowers sales teams to build stronger customer relationships and drive growth. With its AI-powered features like predictive lead scoring, personalized engagement, and advanced analytics, Salesforce is a top choice for businesses looking to optimize their sales processes and maximize revenue opportunities.

Key Features

Salesforce's key features are closely aligned with the needs of sales teams looking for a comprehensive CRM solution:

  • Lead, account, contact, and opportunity management
  • Forecast management and predictive AI
  • Lead and opportunity scoring
  • Einstein activity capture for automated data entry

Popular Use Cases

  • Managing the entire sales pipeline from lead to close
  • Leveraging AI-powered insights to prioritize high-potential deals
  • Automating manual tasks to boost sales productivity

Pros

  • Robust predictive analytics to identify top opportunities
  • Personalized engagement tools to build stronger customer relationships
  • Extensive customization options to fit unique business needs

Cons

  • Higher pricing compared to some alternatives
  • Complexity may require significant training for optimal usage
  • Web services API costs an additional $25 per user, per month for professional plan

Reviews

On G2, users praise Salesforce's comprehensive feature set and customization capabilities, with one reviewer stating: "Salesforce is an one stop solution for all industry specific requirements. They could handle end to end customer 360 degree solutions for each and every single needs of an end customer."

Capterra reviews highlight the platform's versatility and reporting functionality: "I regret not discovering its capabilities sooner, as we would have transitioned to it for onboarding much earlier. I wasn't aware that you could create custom objects that link to an account record and set up as many fields as needed." The review gave Salesforce an overall rating of 4.0.

Pricing

  • Starter Suite: $25 per user, per month, billed annually
  • Professional: $80 per user, per month, billed annually
  • Enterprise: $165 per user, per month, billed annually
  • Unlimited: $330 per user, per month, billed annually
  • Einstein 1 Sales: $500 per user, per month, billed annually

13. Freshworks

Freshworks is an AI-powered sales CRM software that helps businesses close deals faster. It offers a range of features to streamline sales processes, including contact management, deal tracking, and AI-driven insights. Freshworks stands out for its intuitive interface and powerful automation capabilities, making it a top choice for sales lead management.

Key Features

Freshworks offers several key features that make it an effective sales lead management tool:

  • AI-powered insights for superior lead tracking and prioritization
  • Automated tasks like sending emails, setting reminders, and updating CRM records
  • Customizable sales pipelines and deal tracking views

Popular Use Cases

  • Managing and nurturing leads through the sales funnel
  • Automating repetitive sales tasks to save time
  • Gaining visibility into sales performance with reports and dashboards

Pros

  • Intuitive interface is easy for sales teams to learn and adopt
  • Powerful automation streamlines sales processes
  • AI provides actionable insights to prioritize leads and deals

Cons

  • Some users report slow customer support response times
  • Integration options are more limited compared to other CRMs
  • Advanced features like custom reporting require higher-tier plans

Pricing

  • Growth plan starts at $29/user/month billed annually (~$35 monthly)
  • Pro plan is $69/user/month annually (~$83 monthly)
  • Enterprise plan is $109/user/month annually (~$131 monthly)
  • Free plan available for basic features and up to 10 users

Reviews

On G2, Freshworks has an average rating of 4.5 out of 5 stars from over 7,300 reviews. Many users praise its automation, ease of use, and AI-powered insights.

Capterra reviewers give Freshdesk, Freshworks' support product, an overall rating of 4.0. They highlight benefits like streamlining customer support and increasing team efficiency. Some note minor UX issues and a slight learning curve.

On Reddit, users find Freshworks products like Freshdesk effective for managing support tickets when used properly. However, some encountered issues with the AI chatbots and inconsistent support. Overall sentiment is mixed but mostly positive for the value Freshworks provides.

14. Insightly

Insightly is a comprehensive CRM platform that offers robust sales analytics capabilities, making it a strong contender in the sales lead management software category. Its native integrations with Gmail and Google Workspaces, combined with features like lead qualification, task management, and marketing automation, position Insightly as a user-friendly solution for businesses looking to streamline their sales processes and gain valuable insights.

Key Features

These features make Insightly particularly relevant for sales lead management:

  • Automatically capture and store customer data
  • Customize reports to track key sales metrics
  • Set visibility permissions for reports by role or department
  • Identify relationships between customers and leads

Popular Use Cases

  • Qualifying leads based on custom criteria
  • Managing sales tasks and activities
  • Automating marketing campaigns to nurture leads

Pros

  • Seamless integration with Gmail and Google Workspaces
  • Customizable reporting for tailored sales insights
  • Mobile access for on-the-go sales management

Cons

  • Limited advanced analytics compared to specialized platforms
  • Reporting dashboard has a learning curve
  • Some users report occasional syncing issues with Gmail

Reviews

On G2, Insightly has an average rating of 4.2 out of 5 stars from 897 reviews. Many users praise its automation capabilities, customization options, and responsive customer support.

Capterra reviewers give Insightly an overall rating of 4.0, highlighting its ease of use, helpful features, and value for money. Some note minor UX quirks and a short learning curve.

Reddit users appreciate Insightly's ability to centralize customer data and communications. They find the Gmail integration particularly useful for tracking client interactions. The consensus is that Insightly provides good functionality for its price point, especially for small businesses.

Pricing

  • Plus: $29 per user/month
  • Professional: $49 per user/month
  • Enterprise: $99 per user/month
  • All plans offer a free trial

15. Creatio

Creatio is an excellent choice for sales lead management software due to its robust analytics and ROI tracking capabilities. The platform provides real-time data updates, ensuring businesses have the most current information to measure the effectiveness of sales activities. Creatio's sales forecasting tools use past sales data to predict future outcomes, allowing teams to plan and adjust strategies proactively.

Key Features

Creatio's key features make it a valuable tool for sales lead management:

  • Analytics and ROI tracking to measure sales activity effectiveness
  • Real-time data updates for the most current information
  • Robust sales forecasting using past data to predict future outcomes
  • Performance metrics to understand sales team effectiveness

Popular Use Cases

  • Tracking sales activities and measuring ROI to optimize processes
  • Forecasting sales pipeline and revenue to plan budgets and resources
  • Monitoring team and individual sales rep performance metrics

Pros

  • Provides detailed, accurate sales forecasts for better planning
  • Real-time data ensures decisions are based on current information
  • Tracks key sales performance metrics for coaching and optimization

Cons

  • Complexity of setup and customization for specific business needs

Pricing

  • Starts at $25 per user/month for the Growth plan (about $30 USD)
  • Enterprise plan at $55 per user/month for full-scale automation
  • Unlimited plan at $85 per user/month for maximum customization

Reviews

On Capterra, Creatio has an overall rating of 4.0 out of 5. Users praise its effective CRM capabilities and straightforward customization. G2 reviews highlight Creatio's user-friendly interface, giving it an average 4.7 out of 5 stars.

Reddit users recommend Creatio as a flexible, customizable CRM with powerful sales, marketing and service management. They note it is a strong alternative to Salesforce for businesses looking for a 360 degree customer experience platform.

16. Keap

Keap is an all-in-one CRM and sales & marketing automation platform designed to help small businesses grow. With robust features for capturing and nurturing leads, managing client relationships, and automating key processes, Keap stands out as a comprehensive solution for sales teams looking to save time and boost productivity.

Key Features

Keap's sales automation capabilities allow you to streamline your sales process and close more deals:

  • Automate personalized follow-up emails and text messages
  • Manage your sales pipeline with customizable stages and reminders
  • Easily create and send invoices, quotes, and payment reminders
  • Integrate with 2,000+ apps via Zapier for end-to-end automation

Popular Use Cases

  • Automatically capturing and tagging new leads from web forms
  • Sending personalized drip campaigns to nurture prospects
  • Managing sales activities and pipeline in a visual dashboard

Pros

  • Powerful automation builder for creating custom workflows
  • Robust CRM for organizing and segmenting contact data
  • Responsive customer support and extensive training resources

Cons

  • Steeper learning curve compared to simpler CRM tools
  • Higher price point may not fit very small business budgets
  • Some users report occasional system performance issues

Reviews

On Capterra, Keap has an overall rating of 4.0 out of 5. Reviewers praise its comprehensive feature set for sales and marketing automation. However, some note that the complexity and pricing have increased over time.

G2 users give Keap 4.2 out of 5 stars. Many highlight the power of its automation engine and customization options. Though a few mention that the transition to the new UI is still a work in progress.

Sentiment on Reddit is mixed. Fans appreciate how Keap combines multiple tools into one platform. Critics express frustration with pricing changes and a lack of new feature development for legacy users.

Pricing

  • Lite: $79/month for 1 user, 500 contacts, and basic features
  • Pro: $149/month for 2 users, 2500 contacts, and advanced automation
  • Max: $199/month for 3 users, 5000 contacts, and premium features
  • Save 17% with annual billing, 14-day free trial available

17. LeadSquared

LeadSquared is an all-in-one sales execution and marketing automation platform that helps businesses drive sales efficiency at scale. It provides a comprehensive suite of tools for lead management, sales tracking, automation, and analytics, making it a top choice for sales teams looking to streamline their processes and close more deals.

Key Features

  • Automated sales workflows move leads through the pipeline with zero leakage
  • Notifications for tasks and workday plans boost sales productivity
  • Mobile CRM and customization make it suitable for inside and field sales teams
  • Accurate sales forecasts and complete visibility into team performance

Popular Use Cases

  • Managing leads and opportunities from acquisition to conversion
  • Automating sales processes and tracking rep activities
  • Generating sales reports and forecasts for data-driven decisions

Pros

  • Comprehensive platform with tools for sales, marketing, and service teams
  • Customizable to fit unique sales processes and team structures
  • Responsive customer support and extensive knowledge base

Cons

  • Steep learning curve due to the breadth of features
  • UI can feel monotonous with limited customization options
  • Occasional lags when overusing automation features

Reviews

On Capterra, LeadSquared has an overall rating of 4.0, with users praising its depth of features for lead management and sales automation. Some noted minor UX issues and a learning curve.

G2 reviewers give LeadSquared an average 4.4 out of 5 stars, highlighting benefits like time savings, productivity boosts, and solving lead management challenges. A few mentioned the interface complexity.

Reddit sentiment is mixed, with some users finding it cost-effective and efficient for real estate, while others felt it was expensive and slow. Most agree the CRM is comprehensive but may not suit every business's specific needs.

Pricing

  • Basic: $400/month for 10K contacts (about $4800/year)
  • Standard: $1200/month for 50K contacts (about $14,400/year)
  • Enterprise: $2500/month for 200K contacts (about $30,000/year)
  • All prices in USD, billed annually

18. Leadfeeder

Leadfeeder is a powerful B2B lead generation software that identifies companies visiting your website, even if they don't fill out a form or contact you. By turning anonymous website traffic into actionable leads, Leadfeeder helps sales and marketing teams focus their efforts on the most promising opportunities.

Key Features

Leadfeeder offers several standout features that make it an excellent choice for B2B businesses looking to generate more leads:

  • Identify companies visiting your website and reveal their behavior
  • Integrate with popular CRM and marketing automation tools
  • Filter and segment leads based on behavior and firmographic data
  • Access a global database of contacts to find decision makers

Popular Use Cases

  • Uncovering hidden leads from website traffic and reaching out to them before competitors
  • Personalizing sales pitches based on prospect behavior and interests
  • Measuring the effectiveness of marketing campaigns in driving target accounts to your site

Pros

  • Automatically filters out low-quality traffic like ISPs and bots
  • Allows manual filtering of unwanted companies for improved lead quality
  • Offers unlimited users and data storage on paid plans

Cons

  • Free plan is limited to 7 days of data and 100 identified companies
  • Some users report occasional inaccuracies in identifying visiting companies
  • Pricing can get expensive for high traffic websites

Reviews

On G2, Leadfeeder has an average rating of 4.3 out of 5 stars from 799 reviews. Users praise its ability to provide valuable buyer intent data and seamless integration with CRMs. Some reviewers note that it has significantly improved their lead generation efforts and sales efficiency.

Capterra reviewers give Leadfeeder an overall rating of 4.0, with many citing the tool's ease of use, time-saving automation, and helpful customer support. A few users mention occasional glitches and a learning curve for getting the most value from the platform.

Feedback on Reddit suggests Leadfeeder is an effective tool for identifying in-market prospects when used tactfully. Users recommend personalizing outreach based on the specific content leads engaged with, rather than using generic "I saw you visited our site" messaging.

Pricing

  • Free plan: $0/month for up to 100 identified companies and 7 days of data
  • Paid plans: Start at $99/month for up to 50 identified companies
  • Pricing scales based on number of companies identified, starting at $119/month for 51-100 companies up to $1199/month for 20,001-40,000 companies
  • All paid plans include unlimited users and data retention
  • 14-day free trial available for paid plans

Conclusions

Choosing the best sales lead management software for your business depends on several factors, such as the size of your team, your specific sales processes, the level of automation you require, and your budget. It's essential to evaluate your current needs and consider how they may evolve as your business grows.

Among the most popular tools mentioned in this article, Bardeen stands out for its AI-powered automation capabilities and extensive integrations. With Bardeen, you can streamline your lead management workflows and save valuable time. We encourage you to download and install Bardeen's Chrome extension to experience its benefits firsthand. You can also sign up for free and start a 14-day free trial of its premium features to unlock even more powerful automation possibilities.

HubSpot Marketing Hub and Pipedrive are also top choices, offering comprehensive feature sets and user-friendly interfaces. HubSpot excels in providing an all-in-one solution for marketing, sales, and customer service, while Pipedrive focuses on simplifying sales pipeline management.

Ultimately, the best sales lead management software is the one that aligns with your team's unique needs and helps you achieve your business goals more efficiently. We recommend taking advantage of free trials and demos to explore the features and capabilities of different tools before making a final decision. By investing in the right software, you can optimize your sales processes, close more deals, and drive growth for your business.

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