Lead management is a core part of any well-oiled sales process. The more easily you can track and manage leads, the better your chances of converting them into new customers or clients.
But handling leads isn’t always straightforward, and neglecting any lead can result in a massive missed opportunity. Lead management software is essential whether you’re a one-person sales team or part of a 50-person department.
Find the right tool for you with our review of the best lead management software tools on the market.
1. HubSpot CRM
HubSpot CRM is a popular choice when it comes to lead management software — and for good reason. Not only is the brand known for its informational content, but the platform itself is also pretty powerful.
With HubSpot CRM, you can automate a significant part of your lead management workflow and track every contact in one place. The well-designed dashboard makes it easy to gain complete visibility of your leads and keep track of every stage of your funnel. As you’d expect from HubSpot, there’s also a mountain of support content that will help you overcome almost any issue.
2. Zoho CRM
You’ve probably come across one of Zoho’s suite of small business software solutions before. While Zoho CRM is part of the company’s portfolio of end-to-end products, it stands out in its own right as a great lead management tool. In fact, it was the very first product the company released.
Zoho CRM has all of the features you’d hope for from a lead management tool, including omnichannel communication, automation, reports, insights, and integrations with a host of other tools. There’s even an AI-powered assistant, Zia, that can respond to your voice commands. The tool has a free offering, but you’ll need to pay to access its full functionality.
Pipedrive is a comprehensive CRM and lead management tool for small and medium-sized businesses. It’s designed to make lead management as easy and intuitive as possible. To that end, you’ll see a streamlined view of your pipeline every time you open the software.
Easy-to-use tools are ones your team will be more likely to use consistently, says Josh Turner, founder and CEO at sales automation tool Connect 365. “If the tools you are using are too complicated to get started or regularly use, then you are using the wrong tools. Because too often lead management tools overcomplicate the process. Too many bells and whistles lead to frustration.”
Automation is baked into the Pipedrive platform. It tracks your team’s emails, calls, and sales progress and automatically updates the status of leads without requiring manual data entry. You can even send emails without leaving the platform.
Do you want a lead management solution that integrates with your Google Workspace account? If so, then Copper may be the lead management software for you. The company’s cloud-based CRM is famed for its ability to work directly out of your Gmail inbox, allowing you to manage leads without having to learn a completely different tool.
But just because it integrates with Gmail doesn’t mean it’s missing any of the key features you need. Copper makes it easy to capture and nurture leads, segment data, track the customer journey, and get full visibility of your entire funnel.
If you’re looking for a powerful and intuitive tool, Jotform is one of the best lead management software solutions available. Use Jotform to automate the process of collecting lead information and any other important details — you can even integrate forms into your website’s contact page so you never have to send an email again.
Making the most of web traffic can be a game changer when it comes to lead management, writes senior market research analyst Adam Goldberg at FinancesOnline. “With [lead capture] at your disposal, it is easier to get all sorts of information from your leads ranging from their name and contact details to their buying preferences and where they heard about your brand. After which, you can store these data for future reference or use them as a guide to improve your marketing efforts.”
Form submissions will automatically populate a Jotform table, which you can customize using one of Jotform’s templates to mirror a standard CRM view. From here, you can manage all of your leads in one place while giving everyone in your team the access they need.
Finally, if your sales process uses complex workflows — like requiring sign-off from senior managers or hand-overs from marketing and inside sales teams — you can use Jotform’s approval templates to automate as much of the process as possible.
Best of all, Jotform includes everything in one cost-effective price.
When it comes to the best lead management software, there are plenty of great choices. But with the combination of powerful features, the sheer ease of use and cost-effectiveness, it’s hard to look past Jotform’s suite of tools.