Best AI tools for lead process management

Last Updated on 
May 22, 2024
Chang Chen
Chang Chen
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We all aspire to manage and nurture our leads into long-term customers, but it’s easier said than done. There’s only so much that you can do manually until you reach your limits. Instead, why not let artificial intelligence (AI) handle most of the workload?

In this article, we’ll look at five tools that can make lead management easier. Besides saving time, these tools can also help you make data-driven decisions, minimize errors, and ensure that you nudge your leads further into the sales funnel successfully!

Upgrade your lead management with Bardeen – the ultimate AI tool for streamlining and optimizing your lead process.


We’ve all come across moments where we wish that we could wave a magic wand on our screen and automate all our tasks in one go. Although such a magic wand doesn’t exist, Bardeen comes pretty close.

Bardeen is a workflow automation extension for Chrome. Powered by AI, it can not only detect and automate repetitive workflows, but it also helps with online research, content summarization, and personalized outreach.

Bardeen is integrated with widely used apps like Notion, ClickUp, Asana, Pipedrive, and many others. It allows you to create your own automations (or “Playbooks”) using the Builder, but you can also use pre-built automations and get moving right away. Here are a few automations that can help you automate your lead process management.

As you can see, Bardeen can automate many repetitive tasks that you otherwise do manually, like connecting with LinkedIn contacts and writing emails. It can also do these tasks much faster than any human, like scraping email addresses from a webpage and copying LinkedIn profile data. We are also launching many new AI features, like ‘Type to Create’ automations.

To learn more about how to automate lead management using Bardeen, check out this article!

2. Pipedrive

Pipedrive is the dream CRM for salespeople. It has many automations and features which are useful for lead management. It is packed with features like Leads Inbox, a prospector, and a statistics tool.

If you’re already familiar with Bardeen, you’ll know that it’s also integrated with Pipedrive. This means that you can use Bardeen to automate tasks in Pipedrive, like creating new contacts, transferring data, and generating notes. Here are a few Pipedrive automations.

Feel free to try out these automations or even create your own! To learn more about the best Pipedrive integrations, check out this article. To use Pipedrive, you can choose to opt for plans ranging from $9.9 to $59.9 per month.

3. HubSpot

HubSpot offers many useful tools to grow your business. Their lead management and tracking software offers “lead management in one unified database” and is designed accordingly.

It allows you to manage all your leads and view details regarding every touchpoint with a lead in a single chronological timeline. This includes social media interactions, page visits, and emails!

Within the platform itself, you can make sales calls, send emails, and manage tasks. It also has integrations with Google Workspace and Office 365. This tool is part of HubSpot’s Sales Hub. Beyond the free plan, they also offer Starter and Professional plans priced at $30 and $450 per month, respectively.

4. Seamless.AI

Seamless.AI is yet another great AI tool for lead process management. It helps you connect with potential customers. The best part is that it uses AI to verify data on people and companies, giving you accurate and up-to-date info to use. It also has other tools like Job Changes, Autopilot, and Data Enrichment to make lead management easier.

You get 50 credits per month with the free plan. If you’d like more, the Basic plan costs $147 per month. For an enterprise-level solution, you can get in touch with them. If you want to use Seamless.AI, install their Chrome extension and book a demo!


If you’ve ever wished to add AI functionality to your CRM, is worth trying out. You just need to ‘plug’ their Pipeline Management software into your CRM, and then it’ll analyze your calls, emails, and web conferencing data.

Beyond giving you smart insights, it also logs calls on your CRM automatically, alerts you if a deal is slipping from your fingers, provides revenue intelligence, and offers many other features. All of this can be viewed in an intuitive dashboard!

When it comes to pricing, Gong provides customized options based on your requirements. You can read more about it on the website, and book a demo to take it for a test drive!

Use AI to generate marketing content

In addition to automating your lead management process, you can also use AI to create marketing content for your website. Tools like can create content that can attract readers and convert them into customers.

If you want to create a video with an AI presenter, Synthesia and Movio are worth trying out. Beyond that, there are many generative AI tools for other content types like Soundraw, AdCreative, and Type Studio. For more on this, check out our top nine generative AI tools article!


If it isn’t a part of your business systems yet, implementing AI to supercharge everyday sales processes can be a huge leap forward. It can make it easier to capture, track, and nurture leads for maximum growth.

Next, go ahead and sign up for one of the tools on our list for yourself, and see how this cutting-edge technology can bring the best out of your sales team and help you hit new milestones.

To learn more about other exciting AI tools, check out our AI automation guide!

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