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Best Lead Management Systems in 2024 | FinancesOnline

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<li class="clearfix"></li></ul> </nav> </div> <div id="cat-show" class="categories-menu__show-all">SHOW <span class="all">ALL</span><span class="popular">POPULAR</span> CATEGORIES</div> </div> <div class="page-category page-category--small-cat" data-no-cloudrank-tab="1" > <div class="main-container"> <div class="page-category__bc"> <ul> <li><a href="https://financesonline.com" title="Home">Home</a></li> <li><a href="/c/sales-tools/">Sales Tools</a></li> <li>Lead Management Systems</li> </ul> <div class="clearfix"></div> </div> <div class="why-fo-free"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> Why is FinancesOnline free <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why_blue.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why_blue.png 1x, https://financesonline.com/media/themes/fot/dist/img/why_blue@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> </div> <div class="clearfix"></div> </div> <div id="fo-category-tabs" class="page-category__tabs dynamic-tabs"> <div class="main-container"> <a class="page-category__tab active big-tab" href="/c/lead-management-systems/" data-target="#top20-tab" data-term="79" data-nojs="true" data-small-cat="true" > <h1>Best Lead Management Systems in 2024</h1> </a> <a class="page-category__tab " href="/c/lead-management-systems/?top10" data-target="#top10-tab" data-term="79">Product Comparisons</a> </div> </div> <div id="dynamic-tab-content"> <div id="cat-top20" class="page-category__tab-content"> <div id="category-top20" class="category category--white flex-order" data-cat="79"> <div id="category-what-is" class="main-container order-2 content-visibility"> <div class="category__sections no-border"> <h3><span class="cat-icon cat-icon--what-is"></span>What is Lead Management Systems?</h3> <p>Lead management systems are a solution that allows you to merge sales processes and assignments, from lead to quote to conversion, and also offers reporting and comprehensive performance analysis. This solution is designed to bring together important sales information in minutes as opposed to hours it would take to do the same task by hand and on a spreadsheet. <a href="#" class="show-more-js">Show more</a><span class="show-more-hidden">Lead management software allows you to analyze critical data such as lead time, conversion rates, and win-loss ratio. You can also get an accurate insight on your sales team’s performance for different products and services, locations, and customers. This software can help to track your sales lifecycle more effectively to make sure you meet your goals faster. Continue exploring our lead management software suggestions, and consider some of the best apps we have listed along with the current leader <a href='https://reviews.financesonline.com/p/hubspot-sales-hub/'>HubSpot Sales Hub</a>. <a href="#" class="show-less-js">Show less</a></span></p> <h3 id="category-how"><span class="cat-icon cat-icon--ranking"></span>How was this ranking made?</h3> <p>To come up with this list of best Lead Management Systems we have checked 377 popular tools currently available on the market, contrasting their features, how easy are they are to learn, customer support, available integrations with other systems as well as mobile device support with our exclusive <a href="/scoring-methodology/" title="Scoring Methodology">SmartScore<sup>TM</sup></a> rating system. This list has been created by Louie Andre, our SaaS authority responsible for the Lead Management Systems category.</p> </div> </div> <div class="main-container order-1"> <div class="col col--75 col--sm"> <div class="cats-tabs tabs"> <div class="cats-tabs__content"> <div id="cats-0" class="cats-tabs__content-inner tabs-content active"> <div class="category__rank"> <div class="category__rank-head"> <h3>List of Top 12 Lead Management Systems</h3> <div class="category__rank-sort"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png 1x, https://financesonline.com/media/themes/fot/dist/img/why-smaller@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> Order by: <div class="category__rank-dd nice-dropdown" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="79" data-size="small_business" data-count="12" data-taxonomy="category_apps"> <span>Sponsored</span> <ul> <li data-sort="sponsored">Sponsored</li> <li data-sort="score">Score</li> </ul> </div> </div> </div> <div id="small_business_box"> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2h1YnNwb3Qtc2FsZXMtaHViLyNjYXRlZ29yeT1sZWFkLW1hbmFnZW1lbnQtc3lzdGVtcw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="200" height="103" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HubSpot Sales Hub reviews" sizes="(max-width: 200px) 100vw, 200px" data-srcset="https://s.financesonline.com/uploads/2017/02/hslogo2.png 200w, https://s.financesonline.com/uploads/2017/02/hslogo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-373529" data-id="373529" type="checkbox"> <span></span> <label for="compare-373529">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/hubspot-sales-hub/" title="HubSpot Sales Hub"> <span>1. </span> HubSpot Sales Hub </a> </h4> <span>Our score: <span class="blue">9.8</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">98%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A smart ecommerce system that helps you sell more in less time, as well as build and automate sales processes. Customizable and flexible, this addresses the needs of any sales teams across industries. It helps businesses gain considerable time- and cost-savings by allowing extensive automation of sales-related activities.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2h1YnNwb3RzYWxlcy8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL21vbmRheS8jY2F0ZWdvcnk9bGVhZC1tYW5hZ2VtZW50LXN5c3RlbXM="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="200" height="103" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="monday.com reviews" sizes="(max-width: 200px) 100vw, 200px" data-srcset="https://s.financesonline.com/uploads/2018/01/monday1.png 200w, https://s.financesonline.com/uploads/2018/01/monday1-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-71200" data-id="71200" type="checkbox"> <span></span> <label for="compare-71200">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/monday/" title="monday.com"> <span>2. </span> monday.com </a> </h4> <span>Our score: <span class="blue">9.8</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">99%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>An industry-leading collaboration and communication app for on-site and remote work teams. This allows users to build Boards with a wide variety of powerful columns. With this flexibility, the software allows teams to handle any type of project. The platform also seamlessly integrates with third-party apps to ensure easier adoption. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL21vbmRheS1sZWFkbWFuYWdlbWVudC8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3pvaG8tY3JtLyNjYXRlZ29yeT1sZWFkLW1hbmFnZW1lbnQtc3lzdGVtcw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Zoho CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2023/07/Small-Thumbnail-Zoho-CRM.png 186w, https://s.financesonline.com/uploads/2023/07/Small-Thumbnail-Zoho-CRM-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-306" data-id="306" type="checkbox"> <span></span> <label for="compare-306">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/zoho-crm/" title="Zoho CRM"> <span>3. </span> Zoho CRM </a> </h4> <span>Our score: <span class="blue">9.4</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">92%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3pvaG9jcm0v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3BpcGVsaW5lci1jcm0vI2NhdGVnb3J5PWxlYWQtbWFuYWdlbWVudC1zeXN0ZW1z"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Pipeliner reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/08/Pipeliner_logo2.png 186w, https://s.financesonline.com/uploads/2019/08/Pipeliner_logo2-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-705" data-id="705" type="checkbox"> <span></span> <label for="compare-705">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/pipeliner-crm/" title="Pipeliner"> <span>4. </span> Pipeliner </a> </h4> <span>Our score: <span class="blue">9.1</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3BpcGVsaW5lcmNybS8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2pvdGZvcm0vI2NhdGVnb3J5PWxlYWQtbWFuYWdlbWVudC1zeXN0ZW1z"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Jotform reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2022/09/Small-Thumbnail-Jotform.png 186w, https://s.financesonline.com/uploads/2022/09/Small-Thumbnail-Jotform-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-36726" data-id="36726" type="checkbox"> <span></span> <label for="compare-36726">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/jotform/" title="Jotform"> <span>5. </span> Jotform </a> </h4> <span>Our score: <span class="blue">9.0</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>JotForm is a professional, fully-featured mobile form builder for companies and individuals. This user-friendly and intuitive forms builder is known for its capability in helping create innovative and personalized forms for various purposes using its smart drag-and-drop forms editor. It also allows automatic synchronization of updated forms.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL2pvdGZvcm0v" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3NhbGVzZXhlYy8jY2F0ZWdvcnk9bGVhZC1tYW5hZ2VtZW50LXN5c3RlbXM="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="SalesExec reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/12/salesexec-logo-thumbnail-1.png 186w, https://s.financesonline.com/uploads/2019/12/salesexec-logo-thumbnail-1-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-668" data-id="668" type="checkbox"> <span></span> <label for="compare-668">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/salesexec/" title="SalesExec"> <span>6. </span> SalesExec </a> </h4> <span>Our score: <span class="blue">8.8</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">97%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>An all-in-one sales lead management application and communication platform that can help businesses see actual results within 30 days. Designed for sales teams operating in field offices and contact centers, SalesExec provides various communication channels from inbound call routing, outbound dialing, email, and text SMS to leverage any sales initiative.</p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3NhbGVzZXhlYy8=" class=" btn" >VISIT WEBSITE</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL2xlYWRzYnJpZGdlLyNjYXRlZ29yeT1sZWFkLW1hbmFnZW1lbnQtc3lzdGVtcw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="LeadsBridge reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2023/01/LeadsBridge-small-thum.png 186w, https://s.financesonline.com/uploads/2023/01/LeadsBridge-small-thum-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-359299" data-id="359299" type="checkbox"> <span></span> <label for="compare-359299">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/leadsbridge/" title="LeadsBridge"> <span>7. </span> LeadsBridge </a> </h4> <span>Our score: <span class="blue">8.5</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">97%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Integrates advertising platforms and sales funnels to meet your business needs. 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AI-powered deal insights also empower agents in hitting performance goals and sales quotas. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL21ldGhvZC1jcm0vI2NhdGVnb3J5PWxlYWQtbWFuYWdlbWVudC1zeXN0ZW1z"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Method:CRM reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2021/04/Method-CRM-logo-2-1.png 186w, https://s.financesonline.com/uploads/2021/04/Method-CRM-logo-2-1-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-311" data-id="311" type="checkbox"> <span></span> <label for="compare-311">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/method-crm/" title="Method:CRM"> <span>9. </span> Method:CRM </a> </h4> <span>Our score: <span class="blue">8.8</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">99%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3BpcGVkcml2ZS8jY2F0ZWdvcnk9bGVhZC1tYW5hZ2VtZW50LXN5c3RlbXM="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Pipedrive reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2024/09/Pipedrive-small-thumbnail.png 186w, https://s.financesonline.com/uploads/2024/09/Pipedrive-small-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-671" data-id="671" type="checkbox"> <span></span> <label for="compare-671">Compare</label> <a class="btn btn--blue-hover" href="#" data-url="https://financesonline.com/compare/" title="Compare">Compare <span></span> selected products</a> </div> </div> <div class="category__rank-info"> <h4> <a href="https://reviews.financesonline.com/p/pipedrive/" title="Pipedrive"> <span>10. </span> Pipedrive </a> </h4> <span>Our score: <span class="blue">9.4</span><a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a></span> <span>User satisfaction: <span class="blue">100%</span><a href="#" data-modal="#user-modal" data-dynamic="yes" class="icon icon--question"></a></span> <p>Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use. </p> </div> <div class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL3F1aWNrLWxlYWQvI2NhdGVnb3J5PWxlYWQtbWFuYWdlbWVudC1zeXN0ZW1z"> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Quick Lead reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2019/09/Quick-Lead-Logo-Thumbnail-1.png 186w, https://s.financesonline.com/uploads/2019/09/Quick-Lead-Logo-Thumbnail-1-93x48.png 93w" /> </div> <div 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class="category__rank-btns"> <button type="button" data-dst="Iw==" class="btn btn--blue-hover fo-button-get-href" >READ REVIEW</button> </div> </div> <div class="category__rank-item fo-button-data content-visibility" data-dst="aHR0cHM6Ly9yZXZpZXdzLmZpbmFuY2Vzb25saW5lLmNvbS9wL21heC1jbGFzc2ljLyNjYXRlZ29yeT1sZWFkLW1hbmFnZW1lbnQtc3lzdGVtcw=="> <div class="category__rank-thumb"> <div class="category__rank-logo fo-button-get-href"> <img width="186" height="96" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Keap Max Classic reviews" sizes="(max-width: 186px) 100vw, 186px" data-srcset="https://s.financesonline.com/uploads/2021/07/keap-thumbnail.png 186w, https://s.financesonline.com/uploads/2021/07/keap-thumbnail-93x48.png 93w" /> </div> <div class="category__rank-compare"> <div class="select-more">Select more products to compare</div> <input id="compare-301607" data-id="301607" type="checkbox"> <span></span> <label 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category__rank-sort--mobile-show"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why-smaller.png 1x, https://financesonline.com/media/themes/fot/dist/img/why-smaller@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> Order by: <div class="category__rank-dd nice-dropdown" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="79" data-size="small_business" data-count="12" data-taxonomy="category_apps"> <span>Sponsored</span> <ul> <li data-sort="sponsored">Sponsored</li> <li data-sort="score">Score</li> <li data-sort="user-reviews">User Score</li> </ul> </div> </div> </div> </div> </div> </div> </div> <div class="category__sidebar col col--25 col--sm content-visibility"> <div class="category__categories mini-hide"> <h4>Similar Categories:</h4> <p>In the event you didn't find just the solution you were looking for here's a list of various categories similar to Lead Management Systems that you might want to browse through:</p> <ul> <li><a href="/c/sales-tools/" title="Sales Tools">Sales Tools</a><li><a href="/c/b2b-sales-tools/" title="B2B Sales Tools">B2B Sales Tools</a><li><a href="/c/contact-management-software/" title="Contact Management Software">Contact Management Software</a><li><a href="/c/contact-management-software/free/" title="Free Contact Management Software">Free Contact Management Software</a><li><a href="/c/pos-systems/free/" title="Free POS Systems">Free POS Systems</a><li><a href="/c/sales-management-software/free/" title="Free Sales Management Software">Free Sales Management Software</a><li><a href="/c/inventory-management-software/" title="Inventory Management Software">Inventory Management Software</a><li><a href="/c/inventory-management-software/small-business/" title="Inventory Management Software for Small Business">Inventory Management Software for Small Business</a><li><a href="/c/mobile-pos-systems/" title="Mobile POS Systems">Mobile POS Systems</a><li><a href="/c/inventory-management-software/online/" title="Online Inventory Management Software">Online Inventory Management Software</a><li><a href="/c/online-sales-tools/" title="Online Sales Tools">Online Sales Tools</a><li><a href="/c/pos-systems/" title="POS Systems">POS Systems</a><li><a href="/c/pos-systems/small-business/" title="POS Systems for Small Business">POS Systems for Small Business</a><li><a href="/c/sales-automation-software/" title="Sales Automation Software">Sales Automation Software</a><li><a href="/c/sales-force-automation-software/" title="Sales Force Automation Software">Sales Force Automation Software</a><li><a href="/c/sales-management-software/" title="Sales Management Software">Sales Management Software</a> </ul> </div> </div> </div> <div class="order-3 content-visibility"> <div class="main-container"> <div class="col col--75 col--sm"> <div class="category__content"> <img width="1000" height="483" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload toc-img" alt="Lead Management Systems Guide" sizes="(max-width: 1000px) 100vw, 1000px" data-srcset="https://s.financesonline.com/uploads/2020/04/Lead-Management-Software-Guide-1-1.png 1000w, https://s.financesonline.com/uploads/2020/04/Lead-Management-Software-Guide-1-1-300x145.png 300w, https://s.financesonline.com/uploads/2020/04/Lead-Management-Software-Guide-1-1-768x371.png 768w, https://s.financesonline.com/uploads/2020/04/Lead-Management-Software-Guide-1-1-93x45.png 93w" /> </div> </div> </div> <div class="main-container"> <div class="col col--75 col--sm"> <h3 class="toc-header margin">Table of contents</h3> </div> <div class="clearfix"></div> </div> <div class="main-container"> <div class="col col--75 col--sm"> <div class="category__sections toggle"> <div class="article-section"> <div class="article-section__text"> <p style="line-height: 18.0pt;">The majority of your leads will most likely not be ready to purchase your product, and getting them to convert as well as to attract new potential customers is often a challenge. In such cases, lead management systems can become very beneficial. It is a solution that allows you to collect information about your leads and evaluate them from a single tool. In this guide, we will take a look at the key benefits of these platforms and we&rsquo;ll provide some general tips on how you can select the best lead management tool for your company.</p> </div> </div><div class="article-section"> <h3 id="get-to-know-each-product-with-free-trial"><span class="cat-icon cat-icon--free-trial"></span>Get to know each product with free trial</h3> <div class="article-section__text"> <p><span style="font-weight: 400;">A good course of action is to sign up for at least a few free trials or demo and basic unpaid plans from popular lead management systems providers. With that method, you will have the opportunity to test the important elements and you will get a good comparison of the capabilities of the tested programs. The best thing to do when looking for the best Lead Management tool is to try platforms that currently have the highest SmartScore rankings and Customer Satisfaction Rating in our lead management systems reviews: <a href="https://reviews.financesonline.com/p/unomy/">Unomy reviews</a>, <a href="https://reviews.financesonline.com/p/maximizer-crm/">Maximizer CRM</a>, <a href="https://reviews.financesonline.com/p/teamgate/">Teamgate</a>, <a href="https://reviews.financesonline.com/p/workflowmax/">Workflow MAX</a>, <a href="https://reviews.financesonline.com/p/infusionsoft/">Infusionsoft</a>, and <a href="https://reviews.financesonline.com/p/leadexec/">LeadExec</a>.</span></p> </div> </div><div class="article-section"> <h3 id="targeted-businesses"><span class="cat-icon cat-icon--targeted-businesses"></span>Targeted Businesses</h3> <div class="article-section__text"> <p style="line-height: 18.0pt;">Lead management systems can be useful to every company looking to target audiences and nurture leads to a sales-ready position more efficiently. Still, there are two scenarios where purchasing a lead management system can have the biggest impact:</p> <ul> <li style="line-height: 18.0pt;"><strong>B2B buyers</strong> &ndash; These are employees of firms that sell their services or products to other companies. B2B selling involves longer sales interaction lifecycles and for this reason, B2B buyers need strong lead scoring and nurturing features to successfully grow their relationships with prospects and leads.</li> <li style="line-height: 18.0pt;"><strong>B2C buyers</strong> &ndash; Sales professionals who sell directly to customers need lead tracking features to organize a large amount of data associated with huge numbers of individual consumers. They can also make use of analytics features to identify consumer segments to boost their selling strategies.</li> <li><strong>Traditional markets</strong> &ndash; Sales-heavy industries like real estate, consumer goods, pharmaceuticals, food, and specialized services, are slowly beginning to see the value of automation.</li> </ul> </div> </div><div class="article-section"> <h3 id="what-are-examples-of-lead-management-systems"><span class="cat-icon cat-icon--examples"></span>What are Examples of Lead Management Systems?</h3> <div class="article-section__text"> <ul> <li style="line-height: 18.0pt;"><strong><a href="https://reviews.financesonline.com/p/unomy/">Unomy</a></strong>: A very popular sales and intelligence app used to gather and analyze prospect data and to improve B2B deals thanks to its sourcing and prioritizing capacity.</li> <li style="line-height: 18.0pt;"><strong><a href="https://reviews.financesonline.com/p/zoho-crm/">Zoho CRM</a></strong>: A great member of Zoho&rsquo;s productivity suite designed to attract, retain, and satisfy customers, and automate daily business activities to help businesses grow and develop.</li> <li style="line-height: 18.0pt;"><strong><a href="https://reviews.financesonline.com/p/pipedrive/">Pipedrive</a></strong>: A popular and effective pipeline management tool for small business firms and mid-sized companies that manages sales in a way which gives businesses the full picture of their deals.</li> <li style="line-height: 18.0pt;"><strong><a href="https://reviews.financesonline.com/p/infusionsoft/">Infusion Soft</a></strong>: A smart choice for growing sales and saving time that streamlines pipeline management and lets you to automate repetitive tasks and to focus on most important deals.</li> <li style="line-height: 18.0pt;"><strong><a href="https://reviews.financesonline.com/p/pipeliner-crm/">Pipeliner</a>:</strong> A well-known sales automation program with CRM infrastructure which manages leads easily and manages companies&rsquo; sales processes by organizing relevant lead data.</li> </ul> </div> </div><div class="article-section"> <h3 id="types-of-lead-management-systems"><span class="cat-icon cat-icon--types"></span>Types of Lead Management Systems</h3> <div class="article-section__text"> <p>There are many different types of lead management systems, varying from free and basic tool suites to ultra costly and accurate programs. Features can also be categorization criteria, as certain programs do nothing but summarize leads, while others are more robust and they allow companies to monitor lead behavior, track the entire sales cycle, and even do some custom branding. Deployment is also an important factor based on which there are:</p> <ul> <li><strong>On-premise lead management&nbsp;programs</strong>. These are covered with a single license and are hosted on the client&rsquo;s local server. They qualify as the most expensive ones, due to the fact that they require complex setup and occasionally some hardware installation.</li> <li><strong>Software-as-a-service (SaaS) lead management&nbsp;programs</strong>. These are usually paid per month and are hosted on the vendor&rsquo;s server. The business owner is not responsible for installation, updating, and maintenance.</li> <li><strong>Cloud-hosted lead management&nbsp;programs.</strong> Most of these offer free basic plans and qualify as the most affordable ones due to their universal access and the fact that the client doesn&rsquo;t need to update them or to pay for maintenance.</li> </ul> </div> </div><div class="article-section"> <h3 id="key-features-of-lead-management-systems"><span class="cat-icon cat-icon--key-features"></span>Key Features of Lead Management Systems</h3> <div class="article-section__text"> <p style="line-height: 18.0pt;">Our detailed comparisons show that these are the main features you should expect from your next lead management system:</p> <ul> <li style="line-height: 18.0pt;"><strong>Lead storage and distribution</strong> &ndash; You can use the software to handle leads obtained through various channels such as Web forms, email, etc. You can then store these leads in a database, evaluate them, and distribute them to the right sales reps.</li> <li style="line-height: 18.0pt;"><strong>Lead scoring</strong> &ndash; The software use criteria to identify promising leads. The criteria include online behavior, demographic, job title and other variables that reveal more about a lead&rsquo;s background and buying behavior.</li> <li style="line-height: 18.0pt;"><strong>Lead nurturing</strong> &ndash; The software offer nurturing tools that automate the procedure of following up with leads and delivering relevant content to them. In this manner, you can bolster the relationship until the lead becomes ready to buy your product.</li> <li style="line-height: 18.0pt;"><strong>Lead analytics and reporting</strong>&nbsp;&ndash; The apps allow you to create and analyze lead reports which provide an overview of sales and marketing results. These features can help you understand which leads are showing the highest conversion rates and which sales campaigns are proving to be the most successful.</li> </ul> </div> </div><div class="article-section"> <h3 id="benefits-of-lead-management-systems"><span class="cat-icon cat-icon--benefits"></span>Benefits of Lead Management Systems</h3> <div class="article-section__text"> <p style="line-height: 18.0pt;">Here comes a list of the main benefits experienced by companies using a solid lead management system:</p> <ul> <li style="line-height: 18.0pt;"><strong>More streamlined lead lifecycle &ndash;</strong> The system automates the lead lifecycle after capture. This ensures you don&rsquo;t overlook any leads and follow up with them promptly to boost the chances of closing the deal.</li> <li style="line-height: 18.0pt;"><strong>Better lead prioritization &ndash;</strong> Lead scoring and nurturing features can help sales teams to convert leads more efficiently and speedily as they would be able to focus on the most promising leads.</li> <li style="line-height: 18.0pt;"><strong>More efficient and timely sales rep service &ndash;&nbsp;</strong>Sales operations are time-intensive and to maximize efficiency your sales reps should talk only to good leads. Lead management systems help to filter out non-promising leads and understand the buying pattern of your promising leads.</li> <li style="line-height: 18.0pt;"><strong>Smarter and more cost-efficient business decisions &ndash;&nbsp;</strong>You may be using a lot of content to attract leads. To find out which content has been most effective in attracting qualified leads, you can use lead management systems. Then you can concentrate your time and marketing activities on those channels.</li> <li><strong>Increased efficiency and productivity &ndash; </strong>Getting leads from automation systems is a step up from cold calling and can give better returns. This helps salespeople focus their attention on high potential customers instead of hoping for random success.</li> </ul> </div> </div><div class="article-section"> <h3 id="potential-issues-with-lead-management-systems"><span class="cat-icon cat-icon--potential-issues"></span>Potential Issues with Lead Management Systems</h3> <div class="article-section__text"> <p>Smart marketers know that lead management systems only set up the stage for increased success, but like in traditionally selling, how the salesman utilizes the given tools is often the measure of success. Here are some issues that pertain more to how the software was utilized rather than the shortcomings of the product itself.</p> <ul> <li><strong>Absence of call to action &ndash; </strong>Once a potential customer&rsquo;s attention has been captured, not providing a call to action can turn that lead from stud to dud. Make sure to provide specific CTAs to make the inquirer provide more information.</li> <li><strong>Lack of follow up &ndash; </strong>Even after a successful lead generation session, the sale ultimately goes back to the attending sales team. A slow or nonexistent follow-through may alienate a previously-excited customer and leave for the more responsive competitor.</li> <li><strong>Implementing a one-size-fits-all strategy</strong>&nbsp;<strong>&ndash; </strong>Providing generic responses instead of specific replies are a bad idea when most companies are on the lookout for custom solutions for their unique requirements.</li> </ul> </div> </div><div class="article-section"> <h3 id="lead-management-systems-trends"><span class="cat-icon cat-icon--latest-trends"></span>Lead Management Systems Trends</h3> <div class="article-section__text"> <ul> <li><strong>Rise of the chatbots&nbsp; &ndash; </strong>While chatbots have been around since 1966, their commercial applications only came to prominence the past couple of years. Given their convenience and ubiquity, expect more and more sites to feature chatbots instead of toll-free numbers or email addresses.</li> <li><strong>Video is king</strong>&nbsp;<strong>&ndash; </strong>With people&rsquo;s increasing preference to watch a video rather than reading a book, video takes center stage in social media posts. It&rsquo;s becoming a rare event to see a non-video advertisement, and with improvements in network quality, expect more motion ads.</li> <li><strong>Voice and search marketing</strong>&nbsp;<strong>&ndash; </strong>The number of people using voice search has grown steadily, and marketers should be able to integrate that with their lead management systems. Keywords should be restricted to basics but made context-sensitive to address specific requirements posed by clients.</li> </ul> </div> </div> </div> </div> <div class="clearfix"></div> </div> </div> <div class="category category--white order-5 content-visibility"> <div class="main-container"> <div class="category__content category__content--margin col col--75 col--sm"> <h3>List of Lead Management Systems Companies</h3> <div class="soft__list"> <div class="pull-right"> <p>Order by:</p> <div id="soft-dd" class="soft__list__dd" data-ajax="https://financesonline.com/wp-admin/admin-ajax.php" data-term="79" data-count="15" data-taxonomy="category_apps"> <span>Newest</span> <ul> <li data-sort="newest">Newest</li> <li data-sort="score">Score</li> <li data-sort="user-reviews">User Score</li> </ul> </div> <div class="clearfix"></div> </div> <div id="soft-table" class="soft__table"> <div class="soft__head"> <div class="col col--33 s-name"> Product name: </div> <div class="col col--20 s-cat"> Category: </div> <div class="col col--10 s-ss"> Smart Score: </div> <div class="col col--10 s-price"> Price: </div> <div class="col col--10 s-us"> User Satisf. </div> <div class="col col--16 s-ur"> User reviews: </div> <div class="clearfix"></div> </div> <div id="soft-table-products"> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/sprouts-ai/" title="Sprouts.ai" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Sprouts.ai reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2024/08/186-x-96-2-93x48.png 93w, https://s.financesonline.com/uploads/2024/08/186-x-96-2.png 186w" /> </div> <p>Sprouts.ai</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> 95% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/sprouts-ai/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/hubspot-sales-hub/" title="HubSpot Sales Hub" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HubSpot Sales Hub reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2017/02/hslogo2-93x48.png 93w, https://s.financesonline.com/uploads/2017/02/hslogo2.png 200w" /> </div> <p>HubSpot Sales Hub</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 9.8 </div> <div class="col col--10 s-price"> free </div> <div class="col col--10 s-us"> 98% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/hubspot-sales-hub/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>30 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/leadsbridge/" title="LeadsBridge" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="LeadsBridge reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2023/01/LeadsBridge-small-thum-93x48.png 93w, https://s.financesonline.com/uploads/2023/01/LeadsBridge-small-thum.png 186w" /> </div> <p>LeadsBridge</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.5 </div> <div class="col col--10 s-price"> $22 </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/leadsbridge/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/leadzen/" title="Leadzen.ai" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Leadzen.ai reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://financesonline.com/uploads/2022/09/Leadzen.ai-logo-2-93x48.png 93w, https://financesonline.com/uploads/2022/09/Leadzen.ai-logo-2.png 186w" /> </div> <p>Leadzen.ai</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $133 </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/leadzen/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/dynocrm/" title="dynoCRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="dynoCRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/09/dynoCRM-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2022/09/dynoCRM-logo-2.png 186w" /> </div> <p>dynoCRM</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> By quote </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/dynocrm/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/indicus-infotech/" title="Indicus Infotech" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Indicus Infotech reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/09/Indicus-Infotech-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2022/09/Indicus-Infotech-logo-2.png 186w" /> </div> <p>Indicus Infotech</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $99 </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/indicus-infotech/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span ></span> </span> <span>1 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/responser/" title="Responser" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Responser reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2021/11/responser-logo-93x48.png 93w, https://s.financesonline.com/uploads/2021/11/responser-logo.png 186w" /> </div> <p>Responser</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $99 </div> <div class="col col--10 s-us"> 95% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/responser/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/leadrebel/" title="LeadRebel" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="LeadRebel reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2021/08/LeadRebel-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2021/08/LeadRebel-logo-2.png 186w" /> </div> <p>LeadRebel</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> €29 </div> <div class="col col--10 s-us"> 100% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/leadrebel/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/max-classic/" title="Keap Max Classic" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Keap Max Classic reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2021/07/keap-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2021/07/keap-thumbnail.png 186w" /> </div> <p>Keap Max Classic</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 9.0 </div> <div class="col col--10 s-price"> $80 </div> <div class="col col--10 s-us"> 97% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/max-classic/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>21 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/sales-booster/" title="Sales Booster" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Sales Booster reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2021/03/sales-booster-logo-thumbnail-93x48.png 93w, https://s.financesonline.com/uploads/2021/03/sales-booster-logo-thumbnail.png 186w" /> </div> <p>Sales Booster</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> €1,000 </div> <div class="col col--10 s-us"> 100% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/sales-booster/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/salesdash/" title="Salesdash CRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Salesdash CRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2021/02/Salesdash-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2021/02/Salesdash-logo-2.png 186w" /> </div> <p>Salesdash CRM</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $20 </div> <div class="col col--10 s-us"> - </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/salesdash/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/outreach-buzz/" title="Outreach.buzz" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Outreach.buzz reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://financesonline.com/uploads/2020/11/Outreach.buzz-logo-2-93x48.png 93w, https://financesonline.com/uploads/2020/11/Outreach.buzz-logo-2.png 186w" /> </div> <p>Outreach.buzz</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $39 </div> <div class="col col--10 s-us"> 96% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/outreach-buzz/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/leadjet/" title="Leadjet" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Leadjet reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/10/Leadjet-logo-2-1-93x48.png 93w, https://s.financesonline.com/uploads/2020/10/Leadjet-logo-2-1.png 186w" /> </div> <p>Leadjet</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> €20 </div> <div class="col col--10 s-us"> 93% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/leadjet/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span ></span> <span ></span> <span ></span> <span ></span> <span ></span> </span> <span>0 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/emmquery/" title="EMMquery" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="EMMquery reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2020/10/leadporte-logo-2-93x48.png 93w, https://s.financesonline.com/uploads/2020/10/leadporte-logo-2.png 186w" /> </div> <p>EMMquery</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 8.0 </div> <div class="col col--10 s-price"> $74.99 </div> <div class="col col--10 s-us"> 100% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/emmquery/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>3 user reviews</span> </a> </div> <div class="clearfix"></div> </div> <div class="soft__row"> <a href="https://reviews.financesonline.com/p/freshworks-crm/" title="Freshworks CRM" class="col col--33 s-name"> <div class="soft__img"> <img width="93" height="48" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Freshworks CRM reviews" sizes="(max-width: 93px) 100vw, 93px" data-srcset="https://s.financesonline.com/uploads/2022/01/vp39e13361e0600981b846618e549cb04a-93x48.png 93w, https://s.financesonline.com/uploads/2022/01/vp39e13361e0600981b846618e549cb04a.png 186w" /> </div> <p>Freshworks CRM</p> </a> <div class="col col--20 s-cat "> Lead Management Systems </div> <div class="col col--10 s-ss"> 9.7 </div> <div class="col col--10 s-price"> $19 </div> <div class="col col--10 s-us"> 95% </div> <div class="col col--16 s-ur"> <a href="https://reviews.financesonline.com/p/freshworks-crm/#user-review" title="User reviews" class="soft__revs"> <span class="soft__stars"> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> <span class="full"></span> </span> <span>19 user reviews</span> </a> </div> <div class="clearfix"></div> </div> </div> </div> </div> <div id="pagination" class="fot-pagination"><div class="fot-pagination__inner"><span class="mini-hide">Page 1 of 11</span><span class="fot-pagination__item fot-pagination__item--disabled">1</span><a class="fot-pagination__item" href="?page=2">2</a><a class="fot-pagination__item" href="?page=3">3</a><a class="fot-pagination__item" href="?page=4">4</a><a class="fot-pagination__item" href="?page=5">5</a><a class="fot-pagination__item" href="?page=6">6</a><a class="fot-pagination__item" href="?page=7">7</a><a class="fot-pagination__item" href="?page=8">8</a><a class="fot-pagination__item" href="?page=9">9</a><a class="fot-pagination__item" href="?page=10">10</a><a class="fot-pagination__item fot-pagination__item--last" href="?page=11">Last »</a><div class="clearfix"></div></div></div> <h3>Things to consider when you invest in a SaaS</h3> <p>To pick an apt SaaS system for your business, begin by asking the following questions:</p> <p>· Is this cloud platform the best solution—economically and features-wise?<br /> · Will it be uncomplicated to do long-term business with the cloud provider?<br /> · Is the app easy to use and does it simplify technology?<br /> · Can the platform help your organization to manage compliance, security, and operational risks?</p> <p>Find out if other companies have successfully deployed the software. Get proof about the provider being able to offer the desired business value and ROI. Peruse case studies to learn about the user experiences of other customers. Obtain references from the provider and find out about the quality of the software and service provided.</p> <p>Another important factor to consider is the free trial. Before you make such a vital decision and spend your hard-earned money, be sure if the system actually fits your requirements. You can do this by signing up for the free trial and trying out the system’s functionality. Also, find out if the vendor can help you to pilot the platform. You may need to shell out for the deployment of the pilot, but the price is worth it as it will give you results and proof points to evaluate before you make an important investment. </p> <div class="fot-faq"> <h3><span class="icon icon--faq"></span>Frequently asked questions about Lead Management Systems</h3> <div class="fot-faq__item"> <a href="#">What is the best lead management system? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q1"> <p>The best lead management system is <strong><a href="https://reviews.financesonline.com/p/hubspot-sales/">Hubspot Sales</a></strong>, winner of our Best Sales Software Award for 2019.</p> <p>Hubspot Sales automates sales-related tasks and processes, which gives you more time to tailor your campaign strategy HubSpot Sales offers an intuitive and user-friendly interface that&#8217;s code-free and ready to start working after installation.</p> <p>In addition, HubSpot Sales is part of the HubSpot suite of software solutions for today&#8217;s modern business.</p> </div> </div> <div class="fot-faq__item"> <a href="#">What are the benefits of lead management systems? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q2"> <ul> <li style="line-height: 18.0pt;"><strong>More streamlined lead lifecycle –</strong> Automating the lead lifecycle after capture ensures that leads aren&#8217;t overlooked and addressed while warm.</li> <li style="line-height: 18.0pt;"><strong>Better lead prioritization –</strong> With lead scoring and nurturing, promising leads are addressed first to increase chances for a close.</li> <li style="line-height: 18.0pt;"><strong>More efficient and timely sales rep service – </strong>Lead management systems filters out weak leads and gives precedence to warm leads while analyzing buying patterns at the same time.</li> <li style="line-height: 18.0pt;"><strong>Smarter and more cost-efficient business decisions – </strong>Timely analysis of results can help distinguish between effective and ineffective content. Knowing when to pull the plug or go full speed ahead helps you manage costs better.</li> <li><strong>Increased efficiency and productivity –</strong> Sales teams get spared from the arduous task of cold-calling, and will instead focus their efforts in following up on promising leads.</li> </ul> </div> </div> <div class="fot-faq__item"> <a href="#">What are the features of lead management systems? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q3"> <ul> <li style="line-height: 18.0pt;"><strong>Lead storage and distribution</strong> – Having a central repository of all gathered leads from all sources makes it easier to sort, store, and assign them to your sales teams.</li> <li style="line-height: 18.0pt;"><strong>Lead scoring</strong> – Evaluating each lead through online behavior, demographic, job title and other variables, help filter the promising ones from the weak ones.</li> <li style="line-height: 18.0pt;"><strong>Lead nurturing</strong> – Automating follow-ups and delivery of relevant content can help turn potential leads into actual customers.</li> <li style="line-height: 18.0pt;"><strong>Lead analytics and reporting</strong> – Collecting and analyzing results of your marketing campaigns and sales efforts can help show a real-time picture of which activities are successful and which ones aren&#8217;t.</li> </ul> </div> </div> <div class="fot-faq__item"> <a href="#">What are the easiest lead management systems to use? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q4"> <ul> <li><a href="https://reviews.financesonline.com/p/hubspot-sales/"><strong>HubSpot Sales.</strong></a> A sales platform that&#8217;s big on ease-of-use and total usability, as it covers projects from preparation to campaign end. In particular, creating, managing, monitoring, and analyzing marketing and sales activities are made easier via HubSpot Sales.</li> <li><a href="https://reviews.financesonline.com/p/monday/"><strong>monday.com.</strong></a> Another lead automation system that features an easy to use dashboard and a board system to assign, monitor, and update tasks.  Similar to HubSpot, monday.com is an integrated project management tool that covers a project life cycle from start to end.</li> <li><a href="https://reviews.financesonline.com/p/freshsales/"><strong>Freshsales.</strong></a> An intuitive lead management system, which takes its roots from legacy CRM systems, but found its own way to optimize sales and prioritize pipeline opportunities. It&#8217;s easy to both set up and use, and integrates with the rest of the FreshWorks family.</li> </ul> </div> </div> <div class="fot-faq__item"> <a href="#">What is a good free lead management system? <span class="icon icon--arrow-down"></span></a> <div class="fot-faq__answer" id="faq-q5"> <p><strong><a href="https://reviews.financesonline.com/p/hubspot-sales/">HubSpot Sales</a></strong> provides a free version with almost full functionality. It allows you to integrate Gmail and Outlook and utilizes your HubSpot CRM and API modules. Scheduling and open notifications are fully activated, while email history tracking and template use, calling, and documents are limited.</p> <p><strong><a href="https://reviews.financesonline.com/p/freshsales/">Freshsales</a> </strong>offers a free forever version with limited capability. It still packs a punch as it allows an unlimited number of users, lets you generate and store leads, contacts, and accounts. In addition, a mobile app version is in play.</p> </div> </div> </div> <script type="application/ld+json">{ "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is the best lead management system? 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In particular, creating, managing, monitoring, and analyzing marketing and sales activities are made easier via HubSpot Sales.</li>\n<li><a href=\"https://reviews.financesonline.com/p/monday/\"><strong>monday.com.</strong></a> Another lead automation system that features an easy to use dashboard and a board system to assign, monitor, and update tasks.\u00a0 Similar to HubSpot, monday.com is an integrated project management tool that covers a project life cycle from start to end.</li>\n<li><a href=\"https://reviews.financesonline.com/p/freshsales/\"><strong>Freshsales.</strong></a> An intuitive lead management system, which takes its roots from legacy CRM systems, but found its own way to optimize sales and prioritize pipeline opportunities. 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In addition, a mobile app version is in play.</p>\n" } } ] }</script> <div class="category__author" style="display: flex;"> <div class="category__avatar"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2018/09/louie.jpg?width=100&amp;token=cBF1qsThMBVm4GTC-uvIxg" alt="Louie Andre" class="lazyload"> </div> <div class="category__author__desc"> <h4>By <a href="/author/louie/" title="Louie Andre">Louie Andre</a></h4> <p>B2B &amp; SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."</p> </div> <div class="clearfix"></div> </div> </div> <div class="clearfix"></div> <p class="updated">Updated <time datetime="2024-11-21T13:40:36+00:00" title="2024-11-21T13:40:36+00:00">November 21, 2024</time></p> </div> </div> </div> </div> </div> </div> <!-- Why FO Free Modal --> <div id="why-fo-free" class="fot-modal why-fo-free-modal"> <div class="fot-modal__close"><span></span><span></span></div> <h3> <img width="30" height="30" class="why_fo_free_modal_img" alt="Why is FinancesOnline free?" srcset="https://financesonline.com/media/themes/fot/dist/img/information.png 1x,https://financesonline.com/media/themes/fot/dist/img/information@2x.png 2x" src="https://financesonline.com/media/themes/fot/dist/img/information.png"> Why is FinancesOnline free? </h3> <p>FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. 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