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 scale 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 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 the best software to manage sales leads!
Sales lead management is a strategic process that involves identifying, capturing, qualifying, and nurturing new business leads. It involves a variety of tactics such as lead generation, lead scoring, contact segmentation, lead nurturing, lead process management, and lead distribution.
A sales lead management system is a strategic solution that is used to move potential customers through the sales funnel. Most lead management systems involve the following stages:
The goal of a sales lead management system is to track behaviors and use data to improve the sales process. It is a continuous, ongoing process that is always being improved and refined.
B2B sales funnels can be complex and often have many different stages. Using a lead management system helps teams establish protocols for moving leads to the next logical stage.
Here are some tips for using a lead management system:
Bardeen can help with customizable automations such as:
How does this playbook work?
Qualifying leads is time-consuming and error-prone. This playbook pulls leads from a Google Sheet, enriches them with data from Apollo and LinkedIn, qualifies them using a custom classifier, and saves the results to a new sheet – automating the entire process.
Here's a Bardeen automation to help with that:
How does this playbook work?
Qualifying leads is time-consuming and error-prone. This playbook pulls leads from a Google Sheet, enriches them with data from Apollo and LinkedIn, qualifies them using a custom classifier, and saves the results to a new sheet – automating the entire process.
Building a lead management system requires a clear understanding of your lead flow and the tools necessary to automate, track, and nurture leads. Here are some tips you can use to build a lead management system for your team:
Business processes need to be user-friendly and easy to repeat. Keep it simple and remove any unnecessary steps.
Scalability ensures that your lead management system can grow along with your business. Make sure your processes are efficient and streamlined enough to handle more leads, more team members, and more data without breaking down. Use AI-powered sales rep software to increase speed and reduce manual labor wherever possible.
Processes will change over time. You want to build a system that is efficient, but also flexible enough to adapt. There should be room to add new sales pipelines and lead stages as your processes evolve.
These are the qualities of a good lead management system that every sales and marketing leader should keep in mind. The key is to always think two steps ahead and anticipate where your business will be in one to two years.
Businesses need sales lead management software because it provides the tools and systems needed to manage leads effectively. Without lead management software, it is simply chaos; revenue teams cannot collaborate or access the data they need to build an efficient sales lead management system.
Some of the main benefits of using software to manage sales leads include:
Managing your sales leads becomes exponentially more difficult without the best lead management software. And by using automated lead generation, you can get all the data, visuals, and capabilities you need to scale revenue. If you’re just starting out, you should also check out the 11 best lead management software for small business.
Finding the best sales lead management tools takes a lot of time and research. So I took the liberty of doing a lot of that work for you.
Here's a list of some of the best AI-powered tools I highly recommend further investigating.
Each product has its own strengths and weaknesses, so the "best" one depends on your business and how you plan to use AI within your sales lead management system. Read the detailed analysis of each below.
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? You will see precisely what it can do to save time, and you’ll learn how to automate lead management.
Bardeen's key features make it an excellent tool for automating your lead management, especially if you’ve only been doing it manually up till now.
Fortunately, Bardeen.ai has an intuitive no-code interface which is easy to get started with to:
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 best 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.
Bardeen’s pricing has been optimized for 2025 and includes the following plans:
Read why Bardeen is doubling down on AI + humans and how it can accelerate your sales cycle.
Ready to automate your workflows and maximize sales productivity? Sign up to Bardeen's free plan and experience the power of AI sales automation firsthand.
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 over 1,000 other tools creates a cohesive customer experience across the entire buyer's journey
HubSpot Marketing Hub offers an array of features designed to optimize your marketing efforts:
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.
Remember, Bardeen integrates natively with HubSpot so you can automate anything, for example:
How does this playbook work?
Prospecting on LinkedIn Sales Navigator is time-consuming. This playbook scrapes lead data from a search results page, splits the full names, and automatically creates new contacts in HubSpot.
How does this playbook work?
Finding and exporting leads from LinkedIn to your CRM is time-consuming. This playbook scrapes company data from LinkedIn search results and automatically creates new companies in HubSpot, saving hours of manual work.
How does this playbook work?
Sourcing leads on LinkedIn is time-consuming. This playbook scrapes profile data from a LinkedIn people search, finds email addresses, and creates new HubSpot contacts in one go.
How does this playbook work?
Manually creating HubSpot companies from websites is slow. This playbook gets the URL, pulls company data from Apollo.io, and creates an enriched HubSpot company record automatically.
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.
Pipedrive's key features are designed to help sales teams stay organized and productive:
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.
Bardeen also integrates with Pipedrive! Here are some workflows you can start from:
How does this playbook work?
Capturing leads from LinkedIn comments is time-consuming. This playbook automatically scrapes commenter data from a LinkedIn post and creates new Pipedrive persons in bulk, saving hours of manual work.
How does this playbook work?
Manually adding new leads to your CRM is time-consuming. This playbook extracts contact info from an open Gmail email, enriches it with additional data, and automatically creates a new person in Pipedrive.
How does this playbook work?
Prospecting post authors on LinkedIn is time-consuming. This playbook grabs the author's data, uses Apollo to find their email, and adds them to Pipedrive as a new contact automatically.
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.
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.
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.
Zendesk's robust feature set makes it a top contender for sales lead management software:
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.
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.
EngageBay offers a robust set of features for sales lead management:
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.
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.
These features make Brevo well-suited for businesses looking to streamline their sales lead management and nurture leads with targeted email campaigns.
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.
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.
Mailchimp offers a range of features that make it a popular choice for sales lead management software:
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.
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.
Calendly offers several key features that make it valuable for sales lead management:
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.
Dialpad AI Sales Center is a popular software to manage sales leads 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.
These features are crucial for sales teams as they enable data-driven decision making, personalized coaching, and improved efficiency in outreach efforts.
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.
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.
Regie.ai's key features make it a comprehensive solution for sales lead management:
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.
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.
Salesforce's key features are closely aligned with the needs of sales teams looking for a comprehensive CRM solution:
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.
You can accelerate your Salesforce workflows using Bardeen, here's how:
How does this playbook work?
Qualifying Salesforce leads is time-consuming. This playbook uses Apollo to get lead data, assesses qualification based on your criteria, and creates Salesforce contacts for qualified leads automatically.
How does this playbook work?
Manually creating Salesforce accounts from website data is time-consuming. This playbook extracts the domain from any website, pulls company info from Apollo.io, and creates an enriched Salesforce account record automatically.
How does this playbook work?
Finding qualified leads on LinkedIn is time-consuming. This playbook automatically scrapes post comments, qualifies profiles based on custom criteria, enriches data, and creates Salesforce leads – no manual work required.
How does this playbook work?
Finding new leads on LinkedIn is time-consuming. This playbook searches for companies, enriches the data with Apollo.io, and creates Salesforce accounts automatically, saving hours of manual work.
How does this playbook work?
Enrolling Salesforce contacts in Lemlist campaigns is a chore. This playbook grabs a contact from Salesforce and adds them to a Lemlist campaign with just a few clicks, making outreach effortless.
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.
Freshworks offers several key features that make it an effective sales lead management tool:
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.
Insightly is a comprehensive CRM platform that offers robust sales analytics capabilities, making it a strong contender for the best 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.
These features make Insightly particularly relevant for sales lead management:
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.
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.
Creatio's key features make it a valuable tool for sales lead management:
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.
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.
Keap's sales automation capabilities allow you to streamline your sales process and close more deals:
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.
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.
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.
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.
Leadfeeder offers several standout features that make it an excellent choice for B2B businesses looking to generate more leads:
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.
Choosing the best software to manage sales leads 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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