Our Top Picks

Act-On
Act-On
  • Pipeline management
  • Web-based, Cloud, SaaS
  • 24/7 live customer support
Act-On software is a comprehensive marketing automation tool that offers a complete suite of applications such as website visitor tracking, and lead and social media management, as well as integrations with event planning and webinars. Some of its features include:

  • Lead management

  • Campaign management

  • Core website tracking feature

  • Lead scoring
Act-On’s core website tracking feature helps the user understand the individuals visiting the website. Its lead management feature involves lead capture, distribution, and segmentation. Act-On’s users receive support online during business hours, plus an online 24/7 live representative is available to offer any urgent assistance. It also integrates with other software such as Salesforce, Microsoft, Dynamics, and SugarCRM.

With Act-On email marketing, users can segment their customers into various categories that allow marketers to focus on one particular target market for an email group.

Pros & Cons

The lead capture feature offered by Act-On allows businesses a chance to grow their customer numbers. Act-On provides a demo to give prospective clients an overview of what to expect. However, Act-On charges $900 per month, which is on the higher side when compared to other software in this list.

Pros

  • Multiple integration capabilities
  • Round-the-clock customer support

Cons

  • High price point

What Customers Are Saying

Customers using Act-On software love it because of its integration capabilities. One user comments, “I love about how easy and reliable of this software. It has strong and better functions, whether you have a small business or large as well.”

Summary

  • Starting Price
    • $900/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • Integrations
    Salesforce, Microsoft, Dynamics, and SugarCRM
  • Reporting
    -
Features
  • Pipeline management
  • Web-based, Cloud, SaaS
  • 24/7 live customer support
ActiveCampaign
ActiveCampaign
  • Integrations with Salesforce, Typeform, Google Analytics, Shopify, and Zapier
  • Online support during business hours
  • Lead scoring and segmentation
ActiveCampaign offers users a powerful customer experience automation platform to help them meaningfully engage with their customers. It combines contact management and automation to help businesses sell more within a short period.

Active Campaign software features include:

  • Marketing automation

  • Lead scoring

  • Contact management
ActiveCampaign’s marketing automation comprises email marketing, which a company can take advantage of to run campaigns. Its users can rely on its machine learning capability for powerful segmentation and personalization across different mediums such as email, socials, and messaging. They can also personalize their customers’ experience so it feels authentic. The software has hundreds of automation templates that make it easy to run connected campaigns across different channels successfully.

Even though ActiveCampaign doesn’t have a free version, it offers users a free trial period to get a feel of what to expect if they choose it.

Pros & Cons

ActiveCampaign can integrate with other software such as Salesforce, Google Analytics, Shopify, and Zapier. Online users also get online support, but only during business hours. It’s an affordable solution for a broad range of users, from those seeking simple email marketing features to those looking for more complex features such as a professional marketing solution. Its lead scoring feature allows businesses to focus more on leads that are more likely to convert to customers, improving overall efficiency.

Pros

  • Offers extensive reporting capabilities
  • Facilitates lead scoring

Cons

  • Lowest-tier plans lack robust lead management features

What Customers Are Saying

Most customers like the user-friendly interface, describing it as easy to use. One user notes, “ActiveCampaign is a solid platform. The CRM has nice communication options, and the tagging system for contacts and in-the-moment segmentation are nice touches.”

Summary

ActiveCampaign
ActiveCampaign
  • Starting Price
    • $15/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    No
  • Integrations
    Salesforce, Typeform, Google Analytics, Shopify, Zapier
  • Reporting
    Automations Performance
Features
  • Integrations with Salesforce, Typeform, Google Analytics, Shopify, and Zapier
  • Online support during business hours
  • Lead scoring and segmentation
Apptivo
Apptivo
  • Access to an online live representative 24/7
  • Connections with Quickbooks, Xero,
  • Google Calendar, Asterisk, Fuze, and RingCentral
Apptivo is a robust sales and marketing tool designed to assist all sizes of companies. It provides integrated email marketing that can launch targeted campaigns to the company’s contact list.

Apptivo features include:

  • Activity tracking

  • Automated workflow

  • Lead management
Apptivo provides integration options with other software such as Google Calendar and QuickBooks, enabling users to access and manage all relevant information or tasks on one platform. It also has applications that can be used in all business areas, such as invoicing, project management, and procurement. The activity tracking feature on the software helps users understand where site visitors are spending their time.

Apptivo is quite affordable since it only charges $10 per user per month. It also offers prospective users a free trial period where they can familiarize themselves with its workings. The software can be deployed on Windows, Mac, Android, and iPhone, and it’s cloud-based.

Pros & Cons

Apptivo is a favorite among its users because of its wide range of tools. It offers numerous customizable templates that a user can use to make it work better for their brand. However, the software doesn’t have any core lead management features, such as lead capturing, scoring, and distribution.

Pros

  • Well-priced

Cons

  • Lacks pipeline management tools

What Customers Are Saying

Users love the fact that Apptivo offers them the flexibility they need to tailor the product to meet their unique needs. One customer writes, “Great price, feature-rich, customer service is prompt to assist and go out of their way to make sure the client is satisfied.”

Summary

  • Starting Price
    • $10/user/month
  • Lead Scoring
    No
  • Lead Segmentation
    No
  • Integrations
    Quickbooks, Xero,
    Google Calendar, Asterisk, Fuze, RingCentral
  • Reporting
    -
Features
  • Access to an online live representative 24/7
  • Connections with Quickbooks, Xero,
  • Google Calendar, Asterisk, Fuze, and RingCentral
Bitrix24
Bitrix24
  • Integrates with Docusign, IBM Lotus Notes, Mailigen, Unisender, and Mailchimp
  • Customer communication management
  • Web-Based, cloud, SaaS, iPhone/iPad, Android, Windows, Mac
Bitrix 24 offers a client management platform that helps users organize and track interactions with their potential and existing clients. After logging in, users are in a position to manage client interactions efficiently.

Bitrix 24 features include:

  • Lead segmentation

  • Lead capture
Bitrix 24 allows users to create message templates and send emails to an individual or a group. The lead capture feature on Bitrix 24 enables users to collect data from prospects using forms and store it. It also has the capability to capture notes on client interactions and schedule meetings.

The software performs lead segmentation, which allows users to conduct more targeted campaigns to different lead segments. Users can also generate personalized invoices to clients by automatically inserting the client’s information and sending it to the client’s email address.

The software has a free trial, and if you’re impressed after the free test, you only have to pay $24 per month to use it.

Pros & Cons

Bitrix 24 is a well-priced lead management software with numerous sales tools relied on by small businesses and start-ups to boost their growth. It also doesn’t limit the number of users, so it can be made accessible to everyone in the organization. However, it lacks reporting capabilities that are crucial in running a business.

Pros

  • Offers prospecting tools
  • Well-priced

Cons

  • On-premise pricing options are expensive

What Customers Are Saying

Bitrix 24’s functionality as well as its round-the-clock customer support earn it high marks among its users. One user says, “Easy to start using. A lot of functionality out of the box. Using the free version still very helpful and can create various projects and share.”

Summary

Bitrix24
Bitrix24
  • Starting Price
    • $24/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • Integrations
    Docusign, IBM Lotus Notes, Mailigen, Unisender, Mailchimp
  • Reporting
    -
Features
  • Integrates with Docusign, IBM Lotus Notes, Mailigen, Unisender, and Mailchimp
  • Customer communication management
  • Web-Based, cloud, SaaS, iPhone/iPad, Android, Windows, Mac
Copper
Copper
  • Lead tracker
  • 24/7 customer support
  • Web-Based, Cloud, SaaS, iPhone /iPad, Android
Copper is a lead management system that helps small and medium-sized businesses capture contacts and sales leads. It’s suitable for users that lack the time for data entry and repetitive admin tasks. One of the software’s features is its seamless integration with other systems such as QuickBooks, HubSpot, Slack, Xero, RingCentral, and DocuSign.

Copper’s features include:

  • Visual pipeline management

  • Reporting tools
Copper users receive accurate business data and sales forecasting for the future. The reporting tool in the software allows users to keep track of the sales personnel performance in real time. It has a native G Suite integration that automatically captures data and provides real-time tracking of leads.

The lead tracker feature helps in streamlining users’ lead generation efforts. Real-time monitoring and analysis capabilities of the software enable improved performance at every stage of the sales process. Copper offers work automation features that not only save time but also increase sales efficiency.

Pros & Cons

Copper has a mobile application that allows users to answer customers and approve last-minute proposals while on the go, improving productivity. Automation of workflow allows for prospects and leads to move through the sales pipeline more effectively.

Pros

  • Offers real-time reports
  • Enables work automation

Cons

  • Doesn't integrate with Apple Mail

What Customers Are Saying

Copper users love that they can get assistance during business hours and around the clock through an online live representative. One user mentions, “It’s very easy to use, loads quickly and I love that the mobile version allows me to do everything I need to do even when I’m away from my desktop. ”

Summary

  • Starting Price
    • $19/user/month
  • Lead Scoring
    No
  • Lead Segmentation
    No
  • Integrations
    Quickbooks, HubSpot, Slack, Xero, Ringcentral, DocuSign
  • Reporting
    Sales Personnel Performance
Features
  • Lead tracker
  • 24/7 customer support
  • Web-Based, Cloud, SaaS, iPhone /iPad, Android
Emfluence-Marketing-Platform
emfluence Marketing Platform
  • Integrates with Microsoft Dynamics, Salesforce, Nifty Images, Zapier, and Yext
  • Offers website tracking
  • Automated marketing campaigns
Emfluence Marketing Platform can be described as a full-scale marketing automation software with numerous tools for automating day-to-day tasks such as social media scheduling, landing page creation, and campaign reporting.

Its core features include:

  • Social media marketing tools

  • Forms and landing page builders

  • Email marketing
Emfluence Marketing Platform allows users to integrate their social media accounts with the platform to manage campaigns easily. The software also offers numerous customizable templates that users can take advantage of when making custom landing pages.

The software allows users to create forms for collecting lead information, which is vital for building a relationship with customers. Users also have access to analytical and reporting tools that assist them in monitoring key performance metrics.

Pros & Cons

Emfluence Marketing Platform enables users to customize their landing pages and create surveys that help them dive deeper into their marketing campaign and track results. The software also offers custom solutions for data transfers. The software’s price is higher compared to other software on the list, with enterprises having to pay up to $4,200 per month.

Pros

  • Highly customizable options

Cons

  • Lacks lead scoring features

What Customers Are Saying

Users seem to enjoy the fact that the platform is easy to use and delivers on many fronts. One customer said, “Overall, our brand enjoyed working with emfluence and trying to tackle as much as possible on one platform. While there are a few items we would prefer to use, overall it was a positive experience.”

Summary

Emfluence-Marketing-Platform
emfluence Marketing Platform
  • Starting Price
    • Small Business: $700/month
    • Mid-Sized Business: $1500/month
    • Enterprise: $4200/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    No
  • Integrations
    Microsoft Dynamics, Salesforce, Nifty Images, Zapier, Yext
  • Reporting
    Automations Performance
Features
  • Integrates with Microsoft Dynamics, Salesforce, Nifty Images, Zapier, and Yext
  • Offers website tracking
  • Automated marketing campaigns
Freshsales
Freshsales
  • Connects with Freshdesk, Freshmarketer, Freshchat, Freshconnect, and Freshcaller
  • Mobile application
  • Sales personnel performance reporting
Fresh Sales is a cloud-based lead management software that helps businesses in different industries manage customer interactions with both potential and existing customers. The software enables users to send out personalized bulk emails and then track their activities, making the process efficient.

Other features of Fresh Sales are:

  • Lead scoring that allows users to rank leads based on their profile and engagement levels

  • Enhanced interaction with leads by engaging with them through different channels
To give the user more insight, Fresh Sales can track the web pages that prospects interact with and use this information to segment contacts based on their behavior. It provides the user with a 360-degree customer view, offering full details of touch points, tasks, and appointments with customers and prospects. The workflow automation feature on the software makes it efficient. The software can be installed on mobile phones, enabling users to work while on the go.

Pros & Cons

The Fresh Sales platform makes it easy to set sequences to automatically follow up with contacts on the user’s behalf. This feature is important in the sales pipeline and when the user is working on a project and requires input from a client.

Pros

  • Offers comprehensive prospecting tools

Cons

  • Lacks round-the-clock support

What Customers Are Saying

Since every business is unique, the fact that the user can customize every field, action, and flow the way they want it to work for them has earned the software heaps of praise. One customer mentions, “The activity feed is amazing, never seen anything like it other than on expensive Salesforce add-ons. They also do a great job of auto-filling details like social networks based on lead/contact email.”

Summary

Freshsales
Freshsales
  • Starting Price
    • $12/user/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • Integrations
    Freshdesk, Freshmarketer, Freshchat, Freshconnect, Freshcaller
  • Reporting
    Sales Personnel Performance
Features
  • Connects with Freshdesk, Freshmarketer, Freshchat, Freshconnect, and Freshcaller
  • Mobile application
  • Sales personnel performance reporting
HubSpot Logo
HubSpot
  • Web-Based, cloud, SaaS, iPhone/iPad, Android
  • Integration with Wistia, Databox, Seventh Sense, Zerys, and PandaDoc
  • Prospecting tools
HubSpot is a software designed to transform the way businesses attract, engage, and delight their customers. It offers companies of all sizes a platform they can use to convert online traffic into leads and then track and nurture them. Users can integrate blogging and content creation tools, assisting them in creating content that their prospects crave.

HubSpot features include:

  • Pipeline management to keep deals moving forward

  • Prospect tracking

  • Lead capture
HubSpot comprises Marketing Hub, Sales Hub, Service Hub, and a CRM that offers companies the tools they need to grow. The software has a comprehensive dashboard where every lead’s activity is logged in a personalized timeline, enabling the user to better understand the customer’s journey.

The lead capture feature allows users to create pop-up forms that they can use to collect information on their lead. The forms are also customizable to ensure the user only collects information that is relevant to their business.

Pros & Cons

HubSpot’s lead tracking feature allows users to keep track of their website visitors, including when and where the lead was on the user’s website. It also helps users save time with their automation workflows.

Pros

  • Friendly user interface

Cons

  • Lacks reporting capabilities

What Customers Are Saying

The email automation feature wins HubSpot top marks by helping customers not only collect data from site visitors but also pitch them regularly. One user states that “So far, my experience with Hubspot has been a good one. The software has enabled my business to become slicker and more productive, not to mention more proactive.”

Summary

  • Starting Price
    • $50/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • Integrations
    Wistia, Databox, Seventh Sense, Zerys, PandaDoc
  • Reporting
    -
Features
  • Web-Based, cloud, SaaS, iPhone/iPad, Android
  • Integration with Wistia, Databox, Seventh Sense, Zerys, and PandaDoc
  • Prospecting tools
Insightly
Insightly CRM
  • Online support during business hours
  • Lead scoring
  • Integrates with QuickBooks, Slack, Mailchimp, Xero, and Gmail
Insightly CRM is packed with features that are often found with larger enterprise systems. Businesses can use it in a variety of industries, including consulting, media, and manufacturing. Insightly offers clear sales visibility, an overview of the user’s business, and improved customer communications.

Insightly features include:

  • Marketing automation that supports email marketing

  • Salesforce automation, which involves task management

  • Ability to track all email correspondences
Insightly CRM is SaaS-based, and it helps users manage all their data in one place. It allows users to build customer relationships, accelerate sales, and deliver projects on time. The automatic email reminder feature on Insightly CRM ensures no tasks fall behind. Users can tailor workflows and processes to fit their unique business needs and preferences.

Pros & Cons

One of the significant pros of Insightly CRM is its ability to score leads and keep track of new contacts, ensuring that users spend time only on those with the potential to become customers. It also acts as a link between sales and project managers.

Pros

  • Allows integration with other tools
  • Availability of notifications and reminders

Cons

  • Lacks lead segmentation

What Customers Are Saying

Customers are pleased with the amount of data they can store in Insightly CRM. One user notes, “Easy to use, the free version is pretty robust, and there is no ‘click here to upgrade’ clickbait. The iPhone app is really good even on the free version. “

Summary

Insightly
Insightly CRM
  • Starting Price
    • $29/user/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    No
  • Integrations
    Quickbooks, Slack, Mailchimp, Xero, Gmail
  • Reporting
    -
Features
  • Online support during business hours
  • Lead scoring
  • Integrates with QuickBooks, Slack, Mailchimp, Xero, and Gmail
Klaviyo
Klaviyo
  • Web-Based, cloud, SaaS, iPhone/iPad, and Android
  • Lead segmentation
  • Support during business hours
Klaviyo is a cloud-based email marketing solution for businesses in eCommerce. It allows users to send out targeted email campaigns based on metrics such as how users interacted with past emails and their viewing history.

Klaviyo’s key features include:

  • Integration with multiple platforms such as Shopify, Aftership, and ReCharge

  • Responsive email templates

  • Email personalizations
Klaviyo offers a reporting dashboard that allows users to measure performance based on several metrics, such as recently ordered items, refund requests, and visitor activities. It also enables users to segment their customers based on purchases made in the past and send them customized email campaigns. The lead capturing feature on Klaviyo allows users to create forms and surveys that will enable them to collect essential data from leads. The lead segmentation feature allows users to segment leads useful for campaigns.

Pros & Cons

Klaviyo offers online support to its users, but only during business hours. The software provides individual customer tracking that allows the user to see the entire customer journey throughout the whole process. It enables users to see individual profiles and how often they visited their website and made a purchase and how much that purchase was worth.

Pros

  • Integration with multiple commerce sites
  • Efficient automation with built-in templates

Cons

  • Lacks round-the-clock customer support

What Customers Are Saying

Users seem to like the segmentation feature that allows them to segment their subscribers and improve conversion rates. One customer says, “There is a ton of flexibility and customizing that you can do with emails sending from Klaviyo. My favorite is all of their integrations and wonderful email drip campaigns.”

Summary

  • Starting Price
    • $20/month
  • Lead Scoring
    No
  • Lead Segmentation
    No
  • Integrations
    Shopify, Magento, Aftership, Privy, ReCharge
  • Reporting
    -
Features
  • Web-Based, cloud, SaaS, iPhone/iPad, and Android
  • Lead segmentation
  • Support during business hours
Less-Annoying-CRM
Less Annoying CRM
  • Integrates with Mailchimp, Badger Maps, CreateForm, Invoco, and JustCall
  • Sales force automation
  • Web-based, cloud, SaaS
Less Annoying CRM is a simple customer relationship management software built to assist small businesses. The software was developed on three core principles: simplicity, affordability, and reliable customer service.

Less Annoying CRM’s features include:

  • Task management

  • Lead management

  • Pipeline management

  • Platform customization
Less Annoying CRM offers an alternative to sizable complicated software, making it a lightweight, user-friendly CRM with affordable subscription fees. It has applications for contact management and sales force automation, allowing users to consolidate their customer information in one place and make it accessible by the entire team when needed.

It also has modules for lead tracking and task management as well as note-taking. The automation enabled by Less Annoying CRM ensures that processes are more efficient and time-saving.

Pros & Cons

Less Annoying CRM is a high-performing lead management software that offers a modern and intuitive web-based solution. It’s customizable to suit varying workflows. However, the software lacks mobile applications.

Pros

  • Cloud-based
  • Integration with popular applications

Cons

  • No mobile applications

What Customers Are Saying

Less Annoying CRM seems to impress users with its simple-to-use interface and affordability. One customer mentions, “Less Annoying CRM has a very easy-to-use contact and scheduling system. This means contacts can be organized for future contact, whether email, phone, or other means. All in all, the primary advantage of Less Annoying CRM is its ease of use and absence of unnecessary bells and whistles.”

Summary

Less-Annoying-CRM
Less Annoying CRM
  • Starting Price
    • $15/user/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • Integrations
    Mailchimp, Badger Maps, CreateForm, Invoco, JustCall
  • Reporting
    -
Features
  • Integrates with Mailchimp, Badger Maps, CreateForm, Invoco, and JustCall
  • Sales force automation
  • Web-based, cloud, SaaS
Method-crm
Method:CRM
  • Mobile access
  • Support available online during business hours
  • Web-based, cloud, SaaS, iPhone/iPad, and Android
Method:CRM is a fully customizable platform designed to assist small businesses in better managing their relationships with prospects, leads, and current customers. It allows users to close more sales as they grow their business.

Method:CRM’s features include:

  • Lead management

  • Customer management

  • Customer portal
Method:CRM offers a 360-degree view of each customer to enable users to provide a personalized service to them. It integrates seamlessly with other systems such as Shopify and BigCommerce, making it easy to share information.

Its customer management feature allows users to manage all aspects of customer relationships by supporting the payment process, including the generation of invoices, payments, and receipts.

Pros & Cons

One benefit of using Method:CRM is that it’s fully customizable using drop-and-drag tools, allowing users to create a custom CRM that best mirrors their business processes and evolves as the company grows. Method:CRM integrates with other systems, allowing users to manage daily workflow on one system and eliminating double entries. However, Method:CRM doesn’t offer lead scoring and distribution.

Pros

  • Fully customizable
  • Availability of drag-and-drop tools

Cons

  • Lacks lead scoring features

What Customers Are Saying

Customers love the fact that they don’t need coding knowledge to customize the platform and the many integration options available. One client says, “Excellent CRM to customize with Great Customer Support. I have been using this CRM for the last 3 years for one of our lead generation projects. Initially, it took time to customize, but with the help of the developer, we customized this to our requirements. After that, we have not faced any other major issues.”

Summary

Method-crm
Method:CRM
  • Starting Price
    • $25/user/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    No
  • Integrations
    Magento, Shopify, Woo Commerce, Big Commerce, Active Campaign
  • Reporting
    -
Features
  • Mobile access
  • Support available online during business hours
  • Web-based, cloud, SaaS, iPhone/iPad, and Android
NetHunt-CRM
NetHunt CRM
  • Database management
  • Support during business hours
  • Web-based, cloud, SaaS, iPhone/iPad, and Android
NetHunt CRM is a cloud-based customer relationship manager tool that integrates with the user’s favorite mailbox, including Gmail. It allows users to manage interactions and records directly from the inbox. The software can generate leads via email, chat messages, and social media.

NetHunt CRM’s features include:

  • Task automation

  • Lead scoring

  • Email marketing
The core concept behind NetHunt CRM is the ability to turn emails into records. The records allow the user to manage their tasks directly through their email inbox. NetHunt CRM enables project managers to set up mailing campaigns and help organize customer support. Users have a 360-degree view of all their interactions with customers, and this view gives them an opportunity to build stronger relationships.

NetHunt CRM integrates seamlessly with Gmail, G Suite, LinkedIn, Data Studio, and Mailchimp. Potential clients can take advantage of the software’s free trial before making a purchase.

Pros & Cons

One of the key benefits of using NetHunt CRM is its ability to integrate with Gmail seamlessly. It also makes it possible to create personalized campaigns. It’s web-based, but it can be deployed on Android and iPhone platforms as well.

Pros

  • Personalized campaigns
  • Native G Suite integration

Cons

  • Lowest tier plans lack features

What Customers Are Saying

Customers like the simple user interface and that they can work on the go from their mobile phones. Says one user, “Ultimate organization and ease of sales process personally and on a team level as well. CRM is necessary for any type of sales company, and we are very happy to have started with NetHunt.”

Summary

NetHunt-CRM
NetHunt CRM
  • Starting Price
    • $24/user/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    No
  • Integrations
    Gmail, G Suite, LinkedIn, Data Studio, Mailchimp
  • Reporting
    -
Features
  • Database management
  • Support during business hours
  • Web-based, cloud, SaaS, iPhone/iPad, and Android
Pipedrive
Pipedrive
  • Lead capture and distribution
  • Integrations with Outfunnel, LeadFeeder, Klenty, Paperflite, and Lemlist
  • Prospecting tools
Pipedrive is a web-based lead management software and a pipeline management solution that allows users to plan their sales activities and monitor deals. Since it’s built around activity-based selling methodology, it streamlines every action involved in converting a potential deal to success.

Pipedrive’s features include:

  • Integration with email providers

  • Task management

  • Pipeline management

  • Custom fields
Pipedrive offers users full visibility of different sales pipelines. Its robust interface displays each deal’s progress stages and gives details of the next actionable items. The activity and goal feature allows users to keep track of pending activities in each pipeline.

The software helps streamline lead generation from different channels and distributes them among available sales reps. When it comes to lead targeting, it allows the sales and marketing team to sync and be on the same page regarding a lead.

Pros & Cons

Pipedrive helps track all accounts and contacts that are integral in reaching new accounts and maintaining contact with a growing client base. However, Pipedrive doesn’t offer any reporting capabilities present in similar lead management software. It also lacks lead segmentation functionality.

Pros

  • Integration with a broad range of platforms
  • Reliable tracking tools

Cons

  • Lowest tier plans lack features

What Customers Are Saying

Pipedrive users love the software’s intuitive and clean UI with a dashboard that helps keep track of numerous sales pipelines. One user says, “I like how Pipedrive helps to track leads and users coming from various channels and focus on those that are the most effective. I love filters you can create and save to track campaigns.”

Summary

Pipedrive
Pipedrive
  • Starting Price
    • $15/user/month
  • Lead Scoring
    No
  • Lead Segmentation
    No
  • Integrations
    Outfunnel, Leadfeefer, Klenty, Paperflite, Lemlist
  • Reporting
    -
Features
  • Lead capture and distribution
  • Integrations with Outfunnel, LeadFeeder, Klenty, Paperflite, and Lemlist
  • Prospecting tools
Pipeliner
Pipeliner CRM
  • Integration with third-party systems, including Mailchimp, Outreach, Xero, Zendesk, and RingCentral
  • Sales and contact management
  • Sales personnel performance reporting
Pipeliner CRM is a software that helps users track leads, deals, and opportunities. It has a graphical overview of the company’s pipeline to give marketing and sales professionals an up-to-date view of all activities.

Pipeliner CRM’s features include:

  • Contact management

  • Lead management

  • Reporting tools
Pipeliner CRM focuses on delivering high engagement levels, not only between the user and the software but also between the user and their customers. It has an interactive interface with a drag-and-drop feature. The interface is intuitive and requires only a few hours of training for the user to master. The reporting feature helps users get a clear picture of the performance of different sales reps from a centralized dashboard.

Pipeliner CRM has features for all stages of the company’s sales pipeline. A free trial is available, and customers can contact the vendor’s support during business hours.

Pros & Cons

Pipeliner CRM has exceptional user engagement through a user-friendly interface. The platform allows users to easily customize the system to make it their own with a drag-and-drop feature.

Pros

  • Highly customizable

Cons

  • Lacks round-the-clock support

What Customers Are Saying

The easy-to-use setup and interface seems to be top of users’ favorite things about Pipeliner CRM. One user says, “The software is extremely easy to set up, manage, and learn. Also the philosophy of the entire company speaks to me very well. At the same time their service is responsive and fast!”

Summary

Pipeliner
Pipeliner CRM
  • Starting Price
    • Starter: $ 25/user/month
    • Business: $ 65/user/month
    • Enterprise: $ 85/user/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    No
  • Integrations
    Mailchimp, Outreach, Xero, Zendesk, RingCentral
  • Reporting
    Sales Personnel Performance
Features
  • Integration with third-party systems, including Mailchimp, Outreach, Xero, Zendesk, and RingCentral
  • Sales and contact management
  • Sales personnel performance reporting
Quick-Base
Quick Base
  • 24/7 customer support
  • Fully customizable homepage
  • Integration with Salesforce, Slack, Marketo, ,Google Sheets, and MailChimp
Quick Base empowers businesses to turn their ideas into applications that help the business run efficiently and enhance productivity. Users can create customized applications with no coding required.

Quick Base’s features include:

  • Task management

  • Team management

  • Workflow automation

  • Notifications and reminders
The platform features a drag-and-drop interface and form builders that work together to help users create functional applications. Quick Base includes easy web forms that prospects can fill, allowing fast data collection. It also has an easy point-and-click integration with other cloud applications.

Quick Base offers users fully customizable home pages if they wish to build one. It has a free trial that prospective users can check out to help them decide if it suits their operations and whether it’s worth the $500 per month fee. The notifications and reminders feature on Quick Base ensures that essential tasks don’t fall through the cracks.

Pros & Cons

Quick Base allows its users to quickly and easily create a working data-driven application in minutes with no need for programming. However, it costs $500 per month, which is higher than other lead management software.

Pros

  • Highly customizable
  • No programming knowledge needed

Cons

  • Expensive pricing

What Customers Are Saying

The fact that Quick Base allows its users to create customized fields and forms that are tailored for their business seems to impress most users. One user mentions, “With the help of support, you can pretty much create whatever you need that is database driven. The fact that you can log in and see your data from anywhere with internet access is great.”

Summary

Quick-Base
Quick Base
  • Starting Price
    • Current pricing plans start at $500/month on an annual contract
  • Lead Scoring
    Yes
  • Lead Segmentation
    No
  • Integrations
    Salesforce, Slack, Marketo, ,Google Sheets, MailChimp
  • Reporting
    -
Features
  • 24/7 customer support
  • Fully customizable homepage
  • Integration with Salesforce, Slack, Marketo, ,Google Sheets, and MailChimp
Really-Simple-Systems
Really Simple Systems
  • Pipeline management
  • Lead capture
  • Integrations with MailSync, Google, and Zapier
Really Simple Systems is a cloud-based customer relationship management system designed for small and mid-sized organizations. Really Simple Systems covers the most fundamental CRM tools.

Real Simple Systems features:

  • Account and contact management

  • Integrated email marketing

  • Customer service and support module
Really Simple Systems is intended to provide users with the necessary tools to help them manage marketing and sales more practically and efficiently. The software allows users to provide adequate support to their customers, track down new prospects, manage their contacts, and complete different tasks efficiently.

The user-friendly platform enables users to find sales opportunities and land successful marketing campaigns. It’s a great cloud-based software whose pricing is ideal for small and medium-sized companies. Really Simple Systems has a lead scoring system that ensures only the important leads are pursued.

Pros & Cons

The integrated email marketing module offered by Really Simple Systems allows users to create a unique marketing campaign and send it directly to their clients. It’s also a user-friendly solution designed for users of any skill or experience level. It doesn’t require extensive training to understand its ins and outs.

Pros

  • Integrated email marketing module
  • Reliable lead capturing capabilities

Cons

  • Lacks prospecting tools

What Customers Are Saying

The low learning curve and easy-to-use layout has earned the software many points among its users. One user says, “Good functions, easy to use, and really good support and fast. The support is key and has always been good and really fast getting back and resolving issues.”

Summary

Really-Simple-Systems
Really Simple Systems
  • Starting Price
    • $14/user/month
  • Lead Scoring
    No
  • Lead Segmentation
    Yes
  • Integrations
    MailSync, Google , Zapier
  • Reporting
    -
Features
  • Pipeline management
  • Lead capture
  • Integrations with MailSync, Google, and Zapier
Salesforce
Salesforce Sales Cloud Lightning Professional
  • Lead capture and distribution
  • Web-Based, cloud, SaaS, iPhone/iPad, and Android
  • Online support
Salesforce Sales Cloud is an on-demand platform that helps small, midsize, and enterprise organizations focus on customer relationships.

Salesforce Sales Cloud Lightning Professional features:

  • Marketing automation

  • Contact management

  • Lead management

  • Real-time visibility

  • Drag-and-drop interface
Salesforce Sales Cloud allows sales reps to highlight top leads and separate deals lost and won. As a lead management system, it helps users keep track of all customer information and interaction in one place.

The software increases the sales team productivity, whether in the office or on the go, because it has a mobile application that offers real-time data from dashboards and custom reports. For flexibility and more functionality, the software integrates with external solutions such as G Suite, Slack, QuickBooks, Mailchimp, and LinkedIn.

Pros & Cons

The software has a mobile app for both Android and iOS devices that lets users work from any place, even at home. Users can drag and drop processes, such as deals, expenses, and discounts, with a fast, visual workflow. Files can be shared and synced easily, and the user can track changes in real time for more productive communication.

Pros

  • Mobile applications
  • Drag-and-drop feature

Cons

  • No free version available

What Customers Are Saying

Salesforce Sales Cloud helps users see interactions between them and the customer, as well as different outreach techniques possible. One user mentions, “Like all CRMs, what you put into it’s what you will get out. If you live in it day in and day out, it’s a great program and the reason for their popularity and success.”

Summary

Salesforce
Salesforce Sales Cloud Lightning Professional
  • Starting Price
    • $25/user/month
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • Integrations
    G Suite, Slack, Quickbooks, MailChimp, LinkedIn
  • Reporting
    -
Features
  • Lead capture and distribution
  • Web-Based, cloud, SaaS, iPhone/iPad, and Android
  • Online support
Zoho
Zoho CRM
  • Customer support around the clock
  • Connects with appear.in, Lucidchart, Pingdom, Trello, and Asana
  • Web-based, cloud, SaaS, iPhone/iPad, and Android
Zoho CRM is a cloud-based integrated customer relationship management platform aimed at helping businesses maximize their productivity. It’s packed with numerous features to help manage the entire sales process.

Zoho CRM’s features include:

  • Process management

  • Performance management

  • Marketing automation
Zoho CRM offers contact management capabilities that allow users to add and manage contacts from prospects and leads. Web forms make it possible to collect information. Users can customize the information they need by making use of the drag-and-drop feature.

The software offers a comprehensive lead management functionality that helps businesses collect, nurture, and move leads that qualify through the sales pipeline. An automated lead scoring system can help determine if a lead should be marked as qualified. Zoho CRM has strong automation capabilities that are key to keeping the user productive and effective.

Pros & Cons

Zoho CRM has a robust reporting component that provides users insight into essential business data. It has over 40 standard reports and the ability to create custom reports. Zoho CRM has a mobile app for both Android and iOS, allowing users to work on the go and from any location. However, because it’s feature-packed, it may take some time getting used to its functions.

Pros

  • Reliable reporting capabilities
  • Mobile applications

Cons

  • Has a learning curve because of its many features

What Customers Are Saying

Users like the fact that it has a user-friendly interface and is also quite affordable. One customer remarks, “I am using Zoho CRM since 1 year. It was super easy to work with it, while best thing I like to configure multiple email alias and at some point it’s easy to divide emails in specific category of alias.”

Summary

Zoho
Zoho CRM
  • Starting Price
    • $12/year/user
  • Lead Scoring
    Yes
  • Lead Segmentation
    Yes
  • Integrations
    appear.in, Lucidchart, Pingdom, Trello, Asana
  • Reporting
    Sales Personnel Performance
Features
  • Customer support around the clock
  • Connects with appear.in, Lucidchart, Pingdom, Trello, and Asana
  • Web-based, cloud, SaaS, iPhone/iPad, and Android

How We Chose the Best Lead Management Software

More and more companies are adding lead management software to their marketing plans. However, it’s not a one-size-fits-all solution. Your company’s needs will ultimately determine the software you choose. There are many lead management software vendors out there claiming a vast range of features and benefits.  To save you from making the wrong choice, we set out on a journey to find the best lead management software for you and your team by evaluating factors like lead scoring and segmentation, integrations, and reporting features. .

Lead Scoring & Segmentation

One of the main benefits of lead management software is that it helps teams determine which leads are worthy of their time. Wasting time on nonviable leads is not only expensive but also derails a company's growth. To fulfill this need, we looked for software with filtering features such as lead scoring and lead segmentation.

Integrations

Lead management software is often used together with other business tools. We looked for software that features pre-built integrations with other platforms and solutions essential in lead management. Software with extensive integrations makes it possible for users to accomplish numerous tasks within a single platform.

Reporting

We looked for software that supports reporting and analytics to help assess the state of lead generation operations and determine where improvements should be made.  An especially helpful report is sales personnel performance, as this helps the user manage their team and leads effectively.

What Is Lead Management Software?

Lead management software (LMS) is a solution that allows users to merge sales processes from lead to conversion. LMS is designed to bring together essential sales information in minutes instead of the hours it would take if the task was done manually on a spreadsheet.

Lead management software allows users to analyze critical data about their business such as conversion rates and lead time. Users are also in a position to get accurate insight on the performance of their sales teams for different services, products, customers, and locations.

The software allows users to keep track of their sales lifecycle and reach their goals faster. Lead management software helps keep leads from all possible sources in one place while simultaneously tracking lead activities and interests. This information allows the marketing and sales teams to collaborate on the leads without missing any interaction or touch points.

Lead management software assists users in better understanding the tactics bringing in the best leads so as to optimize their sales strategy to be more effective and efficient. The user has access to a lead’s full history of interactions and experiences with the company. They can also get the full analysis of how a lead was converted to a customer.

Benefits of Lead Management Software

Most businesses spend resources on marketing activities, expecting to convert target customers with one go. In most cases, that doesn’t happen. Most leads must be nurtured over time before they can convert. Most companies can benefit from implementing lead management software through:

Lead organization. Lead management software provides an organized method of classifying and scoring leads as they’re being captured. The organization can be by geography, media channel, engagement period, and behavioral traits. Without lead management software, it’s challenging to maintain an appropriate exposure schedule or coordinate distribution.

Response time. Today’s consumers require a rapid response to an inquiry or else they move on to another option. Lead management software allows companies to schedule automated responses to maintain contact with leads as the requests are distributed to the appropriate departments.

Lead tracking. With lead management software, a company can determine the lead’s position in the sales pipeline in real time. As leads become more engaged with a brand, they can be scheduled to receive more significant exposure, and this can lead to them being prioritized for future sales engagements. Lead management software usually promotes accurate sales forecasting, leading to better operations management.

Must-Have Features for Lead Management Software

Lead management software has a wide range of features that help in managing sales and driving marketing opportunities. Below are the key features a lead management software should have:

Lead capture. The lead management process starts by generating prospective clients. It’s vital that the software chosen identifies leads from different sales channels and collects information that optimizes the lead nurturing process. This feature allows various data harvesting tools, such as online fill-in forms.

Lead activity tracking. It’s almost impossible for sales representatives to keep tabs on all interactions they have had with each client, especially in a high growth company. Lead activity tracking keeps track of all activities that happen as the lead moves along the sales funnel. Information stored includes forms, details of products they were looking for, and face-to-face meetings.

Lead scoring. This feature allows users to sift through a pool of leads for qualified prospects. It will score hot leads according to predefined metrics and help identify leads that should be prioritized, making the entire sales process efficient and increasing conversion rates.

Lead nurturing. Lead nurturing tools provide ways to segment qualified leads into groups. Leads belonging to the same pool can be targeted for marketing campaigns. The lead nurturing tool has a funnel reporting system that gives each lead’s status in the funnel, making it easier to identify the next steps in engaging leads.

Analytics and reporting. This feature allows users to monitor vital lead management metrics such as acquisition and conversion rates. This feature is important in telling the user whether they’re on the right course and if there are areas that need improvement.

Third-party integrations. The ability to connect with other tools and platforms essential in lead management is crucial. It increases functionality and allows users to work on many tasks from a centralized location. Good LMS should link with tools such as Zoom, Slack, Zendesk, Microsoft Teams, Salesforce, Marketo, Google Sheets, and Mailchimp.

The Cost of Lead Management Software

The price of a lead management system ranges greatly per month. The cost varies depending on the features available in the software. Most of the software offers a monthly subscription, but others provide an annual subscription cost. Some of the software charges per user, while others require a one-time payment and allow numerous users. The price can also be pegged on the organization’s size, with small businesses paying a low price and large companies a high one.

Most software have free trials to give the user a chance to implement the software in their business and gauge if it has all the features their business requires. Many free trial packages have locked features that only get unlocked once the user upgrades to a paid package. Other vendors offer a demo to illustrate the software’s workings to prospective clients.

A lead management software is an investment that, when used right, can pay for itself as the company or business grows. It’s essential to research which software best suits your needs before settling on one.