Compare the best Lead Management Software currently available using the table below.
Trusted by more than 100,000 businesses, CallRail is powerful marketing analytics software for data-driven marketers and businesses. The solution helps sales teams track, record and manage phone and form submission leads, increasing sales and revenue. It helps marketers understand which campaigns are driving leads and conversions, and which are not, helping businesses maximize the ROI on their marketing investment.
Vtiger offers a single, unified product that enables Marketing, Sales, and Support teams to work together and deliver outstanding customer experiences. Vtiger organises customer data in a single place and everyone on the team gets a holistic view of the customer. Vtiger CRM helps over 300,000 businesses improve revenue, customer loyalty, and team performance by breaking barriers between marketing, sales, and support teams. Vtiger's All-in-one CRM helps teams create delightful experiences across the entire customer lifecycle by enabling: 1. Marketing teams to capture and nurture leads. 2. Sales teams to score, track and close resulting deals. 3. Support teams to access complete customer history and provide exceptional support.
Simplify the way team works with monday.com, a cloud-based team project management solution. monday.com caters to small to mid-sized businesses in different industries. With monday.com, users can manage different projects and ensure sharing of knowledge among team members. monday.com features a collaborative environment that enables users to create a knowledge base, share files, communicate, make image designs, and more. monday.com also integrates well with different third-party applications like Google Drive, Dropbox, and more.
Lucrativ Sales Acceleration CRM. A complete sales CRM software engineered to drive deals. Contact and Lead Management. Built-in Sales Tools (Email/Power Dialer/SMS). Workflow Automation. Fully Mobile. Customizable Reports and Dashboards. The lead info and insights you need to contact leads and close deals with confidence. Set and automate sales cadences to send off to your team for efficient deal closing. Track and analyze sales performance with customizable metrics and real-time reporting. Any successful sales leader will tell you - more calling means more closing. Save time and connect more with Lucrativ’s Power Dialer, our dialer helps you contact more leads faster and even helps you prioritize which leads you should be reaching out to. Data-driven decision making is more than just a buzzword. Get the picture on where your business stands with customizable metrics, real time reporting, and easy-to-read dashboards.
SalesExec helps salespeople by automating the complex sales follow up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will more efficiently work their leads, with less complexity, helping them to win more deals. SalesExec includes efficiency tools like; local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can handle thousands of leads with ease, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales followup.
What is vtenext CRM+BPMN? - Open Source nature - Business Process Management engine - Native intergation with Salesforce The result? CRM+BPM= CPM customer process manager Break down the Silo Mentality and connect all the business areas with vtenext, how? Thanks to its Open Source nature it can communicate with every software in use and connect them by using its unique BPMN Engine to design and automate most internal procedures, making the activity chain lean, fast and efficient. vtenext is a complete system to manage the relationship with your customers and, at the same time, optimize all business processes without the need of an IT Expert. Already have a CRM but it is not extended to all the Business Areas because of the high costs? Don't worry, it already provides a native integration with Salesforce, but it can be also integrated with other "first class" CRMs.
SharpSpring is a comprehensive marketing automation platform with robust features, functionality and performance. SharpSpring is one of the most flexible platforms on the market, offering powerful, behavior-based email marketing, native or 3rd party CRM integration, dynamic forms, landing page and blog builders, social media management, universal CMS compatibility, and integration with hundreds of applications. SharpSpring is usually less than 1/3 the cost of the competition, is the easiest company to work with and the easiest platform to use. Marketing agencies should inquire about SharpSpring's special partner program.
Gmelius transforms Gmail / G Suite into your company’s workspace. Your inbox becomes a work hub for communication, collaboration, and workflow automation with real-time syncing across all team members and all devices - web & mobile. Gmelius is a complete solution that lets you manage your customer and project pipelines from beginning to end - without leaving your inbox. It seamlessly bridges the gap between external and internal communications like email and chat, while empowering your team with collaborative tools including shared inboxes, shared labels, shared email templates, email notes, shareable kanban boards, and more.
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.
Drive B2B demand with our integrated multi-channel lead generation services. Slashdot Media offers ABM, intent-based and technology stack targeting so you can reach sales ready in-market buyers across email, display, and telemarketing. Tap into our massive global database of 160+ Million B2B contacts from virtually every industry and job title. All leads are tripe verified to ensure that the contacts are real, reachable, and currently employed.
Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management” software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo.
Give your sales team access to a better CRM with Freshsales. A feature-packed CRM and lead management software, Freshsales empowers high-veolocity sales teams to win more opportunities and take the guesswork out of sales. The platform features built-in phone and email, task management, appointments and notes, user behavior tracking, reporting, deal management, and so much more.
Freshchat is a modern messaging software built for sales and customer engagement teams to talk to prospects and customers on the website, mobile app, or social pages. A leap from legacy live-chat, Freshchat helps businesses and its teams focus on a continuous and context-driven messaging experience. With features like campaigns, sales bot, integrated self-service, and intelligent message routing, expectations are set and met, and responses to visitors questions are smarter and faster. What makes Freshchat unique? - Convert website visitors into leads with advanced event-targeting messaging - Automate lead capture, validate responses, and auto-upload leads into the CRM with bots - Send contextual messages with events timeline, messaging history, user information, and link to social profiles - Use SmartPlugs to pull data from external tools like order management systems or CRM apps - Onboard, retain, and re-engage users inside the product with in-app campaigns
Act! by Swiftpage is a top-selling customer relationship management (CRM) software application for small and mid-sized business users. Act! makes it easy for businesses to build lasting customer relationships by providing access to powerful contact and sales management features. The software includes contact management, activity tracking and alerts, sales pipeline management, email marketing, and intelligent call list. It is also compatible with iPhone, iPad and Android devices.
T-Max Dialer & Communications
FREE TRIALS T-Max Predictive Dialer, an inbound and outbound CRM dialing system, is ideal for collections, marketing, and sales teams. With T-Max Predictive Dialer, users are able to reach as many live contacts as possible at one time by dialing up to five numbers at once. T-Max Predictive Dialer's automated system enables users to reduce the time to take on busy signals, wrong numbers, or no answers and instead aim to connect all receivers to a live agent at first contact. Business managers can use T-Max Predictive Dialer for monitoring agent activity, transfer or get involved in calls when they need a 3-way conference call option.
Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.
Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.
Pipedrive is a feature-rich sales CRM software designed to make salespeople unstoppable. Trusted by more than 50,000 sales teams worldwide, Pipedrive helps teams get greater visibility and see the big picture. Easy to deploy and use, Pipedrive features pipeline management tools, email integration, activity reminder emails, notifications, and alerts, sales reporting, sales forecasting, Google apps integration, and more.
HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution that’s both cloud-based and mobile-driven, caters to B2B and B2C users. This sales management/contact management software specializes in transforming and solving the pain of every sales professional in managing lead information and scheduling sales follow-ups. This complete lead management solution helps to manage, engage, and convert your leads. HelloLeads helps sales teams to improve conversion rates by providing deeper insights on prospects, driving rapid lead response, and improving selling discipline. This simple and smart lead management solution offers you the tools and capabilities you need to drive engagement with your leads and potential clients at every opportunity, whether at trade shows, exhibitions, field sales, social media marketing, and various other sources. It offers a combination of web-based and mobile (Android and iOS) lead management for large-scale sales teams.
The call tracking platform of choice for Search, Display and Print Advertisers. AvidTrak was created to solve the offline conversion tracking problems that some of our clients were facing. Because of our know-how and expertise in internet advertising and PPC advertising we believe that our solution of call tracking is tailored for the professionals in our space. Track phone calls back to all your marketing and advertisement channels: Search, Social, Display and Print using AvidTrak supplied numbers and tracking software. Enterprise Call Tracking - Use Your Own Numbers and Minutes with AvidTrak software to save Big on call tracking costs. Use Dynamic Phone Number Insertion to know which PPC keyword works best in creating phone call leads. Use Conversion Path Report to know which web page(s) engage your audience and create calls. Record phone conversations of your incoming calls and playback on any device.
Simple yet powerful CRM for small businesses selling B2B. It automates your CRM from existing data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine. Built on happiness with the latest tech, by humans for humans.
Ocean.io is a software business formed in 2015 in Denmark that publishes a software suite called Ocean.io. Ocean.io includes training via live online. The Ocean.io product is SaaS software. Ocean.io offers a free trial. Ocean.io includes online, and business hours support. Ocean.io is lead generation software, and includes features such as data extraction, data verification, lead distribution, and lead enrichment. Product pricing starts at $54.00/month/user. Alternative competitor software options to Ocean.io include Mothernode CRM, hubsell, and Buy Verified B2B Leads.
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own. Pipeliner’s administration backend is also visual and easy to use with drag ‘n drop, in-line editing and other non-technical tools. A key differentiator is that Pipeliner does not require a fulltime admin or expensive certified technical resources. Plus Pipeliner easily integrates with other systems to allow customers to leverage their internal systems or other best of breed platforms such as Marketing, Ticketing, Accounting etc. Pipeliner Mobile CRM App is the most advanced on the market and the only one with the built-in Artifical Intelligence engine,
Automate calls and selling of leads with Aggregatur, a lead and call selling solution. Aggregatur enables users to automatically identify and price incoming leads in real-time. Aggregatur features an integrated client management tool that allows users to turn lead delivery on and off. Aggregatur is completely redesigned and works perfectly on mobile platforms.
Highrise, a CRM solution, enables users to track communication with clients and monitor the status of deals and relationships. Highrise allows users to import contacts from Outlook, Gmail and Excel. Highrise enables users to add notes and comments to contact details. Highrise also features task management functionality that allows users to create tasks, add reminders to projects, and view tasks by company, contact or project.
While numerous sales force automation (SFA) and customer relationship management (CRM) vendors possess software with the ability to manage leads, some have expertly designed solutions specifically tailored to this need. Lead management software offers companies a way to automatically track leads and help nurture them in hopes of turning these leads into buyers.
A variety of lead tracking softwares exist that offer lead management CRM capabilities. To help sort through the numerous choices, read on for an extensive guide covering the types of buyers that typically evaluate software like this, standard features found in these systems, and important factors to consider prior to making a decision.
CRM systems assist companies in gathering and sorting information on potential and existing clients to improve organization, build client bases, and manage relationships. Lead management software takes this concept a step further by automating the tracking and movement of leads from start (acquisition) to finish (conversion). This increases efficiency, qualification, and conversion rates.
According to Gartner, CRM lead management involves processes that integrate unqualified contacts and opportunities from a variety of sources. The outputs of these processes are then sorted, qualified, scored, prioritized, nurtured, and augmented. The results from these outputs then get distributed among indirect, direct, and digital commerce sales channels so additional action can be taken.
Lead management software and CRM share a great deal in common. Both help manage current and prospective clients and track any interactions. However, all CRMs are not necessarily lead management systems. They are certainly good tools for lead management, but the majority of CRMs fail to offer a high level of visibility and sales process automation. Although they are technically lead management programs, the majority of CRMs fail to offer sales process automation on par with the top lead management programs. The biggest distinguishing factor between a true lead management program and a CRM solution comes down to pipeline management.
Also known as a sales funnel, the sales pipeline is each stage of the sales process shown in graphical representation. The beginning of the sales pipeline, or the very top of the funnel, will have a large volume of inquiries. Only a portion of these inquiries will qualify to move another step down. As the sales process progresses, each step leads to an increased number of contracts exiting the funnel. When a deal closes -- the very bottom of the funnel -- the client exits the funnel. Pipeline management refers to the process of streamlining and managing this entire process.
In terms of software, true pipeline management is generally a result of CRM integrated with some type of marketing automation. Marketing add-ons may be offered by certain vendors, but most CRMs currently available are nothing more than glorified Rolodexes. This may be suitable for smaller businesses with minimal clients and competition. However, growing companies or larger businesses will want to take advantage of proven, measurable programs that can be repeated to promote the growth of the company.
Although features vary among vendors, the following aspects are quite common among the majority of lead management systems:
B2B buyer - B2B buyers are employed by firms that sell their services and products to other business, not consumers. Since the sale's lifecycle of these interactions tend to be longer than others, it is essential for B2B buyers to have strong lead scoring and nurturing tools. This ensures the growth of the relationship with prospective clients.
B2C buyer - Companies that sell directly to consumers tend to benefit from lead tracking software that helps prioritize and organize large amounts of individual consumer data. B2C buyers also require analytic features to identify and understand consumer information.
Each prospect becomes even more important the smaller a company is. Additionally, since smaller companies generally have smaller budgets, any potential software solutions must be justified by substantial ROI. Given these factors, lead management software that deals with smaller companies is typically customized to the businesses specific use or industry. These programs offer a wide of functions to specifically accommodate the business.
Take realtors for example. In many cases, they are the sole person responsible for obtaining and managing leads, showing houses, filing paperwork, and many other tasks. Often, realtors rely almost entirely on their websites to do the majority of their prospecting work. However, this method lacks the ability to track leads and referrals once they are captured. Many CRM programs that are created specifically for realtors are an excellent example of lead management software. These programs provide pipeline management and a variety of robust marketing tools.
Lead management programs for large scale businesses are similar in design to those created for smaller companies. CRM programs specified for larger companies generally include more functionality. Systems focused on small businesses tend to focus on the breadth of functionality whereas large scale businesses rely more on depth. Rather than a small business program that has an all-in-one focus on things like pipeline management, marketing automation, document management, and more, enterprise scale operations include a central hub that keeps track of leads from any source. Properly establishing a campaign and integrating the tools can take time, but it is worth it.
Marketo and Pardot and Marketo are good examples of lead management programs suited to enterprise level operations. These programs take a far deeper approach to channel management and lead tracking than other small business programs. Many larger companies use a lead management program or marketing automation as the main base for tracking potential clients, following up on leads, website interactions, monitoring email activity, and more.