7 Lead Management & Tracking Software + Feature Comparison

7 Lead Management & Tracking Software + Feature Comparison

Learn what functions to assume & how every platform stacks up

The primary purpose you want sales software is to higher control and track your leads.

Even a small income team (3 people) I recently talked to pronounced incomes $1 million in step with yr more after getting right lead control software program in region.

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With all of the distinct lead monitoring platforms available however. It could be hard to determine out precisely what you want to up your success price and productivity. So first, we’ll address that for you and provide you with a listing of useful capabilities to look out for.

After this, we’ll use this same characteristic listing in addition to review ratings from G2 to evaluate 7 distinctive top lead management software program systems in detail, which includes pricing.

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What features are you able to count on from lead control software program?

Here’s 10 middle features a lead control & tracking software program platform can provide that will help you higher comply with up leads:

• Visualize your leads in multiple drag-and-drop pipelines
• Send automatic electronic mail sequences until leads respond
• Automatically enhance leads from both publicly to be had info and email signatures
• Track the source (and lost cause) of your leads and analyze it
• Get reminded to follow-up mechanically while leads move inactive
• Track leads with included e mail & internet site monitoring
• Get a live review of what your leads are doing in an in-app notification middle
• Digitize enterprise leads with a integrated business card scanner
• Use e-mail templates within your Gmail inbox to manipulate leads extra productively
• Manage your leads completely from your inbox with a accessible e-mail sidebar

There’s numerous useful capabilities in there which you gained’t be capable of get just from an Excel sheet We’ll detail under which of these capabilities include every lead management software

How can you determine what is the exceptional lead management software to your corporation?

If you’re looking for exact software program to manipulate and track your leads. The above set of features can notably enhance your fulfillment charge and up your productivity. We’ve researched which structures provide which competencies and have actual them for you beneath.

Next to this, it’s miles vital to preserve the larger image in mind when comparing software program. Due to the fact you need to make sure your crew will without a doubt use the system as nicely. Getting lead management software program that no person uses is quite useless

Because of that, we’ll encompass the present day scoring for each software on G2 so you get a higher idea of the way they stack up. It’s broken down as follows:

• Ease of Use
• Ease of Setup
• Meets Requirements
• Quality of Support
• Ease of Doing Business With
• Ease of Admin

We’ll then take the average of the G2 overview score, and integrate it with the lead management function rating, to calculate… the very last rating!

The 7 Best Lead Management & Tracking Software ranked

Don’t want to study the complete evaluation?

Here’s a short assessment of the way the lead management software program stacks up:

• Salesflare: 9.8/10
• HubSpot CRM & Sales Hub: eight.3/10
• Pipeliner CRM: 7.2/10
• Freshworks CRM: 7.Zero/10
• Pipedrive: 6.Three/10
• Salesforce: 6.1/10
• Zoho CRM: 5.Nine/10

Want to dig into the information? Read on!

1. Salesflare [9.8/10]

manage your leads with a visual pipeline

Manage your leads like a pro through a visible pipeline

If we ask our clients what they’re basically using Salesflare for. The solution is normally: to higher observe up our leads.

Our aim at Salesflare is to make following up leads first rate clean for you, with out you having to enter information to maintain the device alive. And with a ton of built-in automation to make you extra effective.

Salesflare (based in 2014) is utilized by hundreds of small and medium-sized groups who sell to other corporations (incl. Corporations, consultancies, improvement houses, tech organizations, …). It’s pinnacle ranked across assessment structures and is the number one CRM software on Product Hunt, the leading network for product fanatics.

It’s very tightly included with Gmail and Outlook. So you don’t want to replace between your inbox and sales software even as tracking leads. Plus it provides a few available capabilities like included e-mail and internet site tracking, e mail templates, and e mail sequences.

Use Salesflare from inside your Gmail (or Outlook) inbox

And, on top of that, it’s first rate for lead technology too, as it has a series of handy lead technology tools built in!

Without in addition ado, right here’s an analysis of ways Salesflare stacks up:

Features Salesflare offers: 10/10

• Visualize your leads in a couple of drag-and-drop pipelines
• Send computerized electronic mail sequences till leads reply
• Automatically improve leads from each publicly to be had data and electronic mail signatures
• Track the source (and lost purpose) of your leads and analyze it
• Get reminded to observe-up routinely when leads pass inactive
• Track leads with incorporated e mail & website tracking
• Get a live evaluate of what your leads are doing in an in-app notification middle
• Digitize enterprise leads with a integrated business card scanner
• Use e mail templates inside your Gmail inbox to control leads more productively
• Manage your leads absolutely out of your inbox with a handy e-mail sidebar

Features Salesflare doesn’t offer: 9

G2 evaluation scoring:

• Ease of Use: nine.5
• Ease of Setup: nine.5
• Meets Requirements: nine.3
• Quality of Support: nine.7
• Ease of Doing Business With: nine.Nine
• Ease of Admin: nine.5

Final end result:

• Lead control characteristic rating: 10/10
• Average G2 review rating: 9.6/10
• FINAL SCORE: 9.8/10

Pricing to get all the above (10 capabilities):

$forty nine/person/month (billed yearly)

$55/user/month (billed month-to-month)

Want to see all of it in action? You can try Salesflare totally free.

It handiest takes a couple of minutes to join up and get started out with a Salesflare trial.

We assure you received’t locate less difficult and more automatic lead management software program!

2. HubSpot CRM + Sales Hub [8.3/10]

HubSpot is a marketing automation platform turned the entirety platform. It become founded in 2005 to make marketing automation less complicated.

Nowadays, HubSpot’s major promoting point is offering an all-in-one answer. Along with advertising and marketing, income, carrier and operations. If you don’t similar to the usage of top notch apps and integrating them (using tool like Zapier and local integrations), then HubSpot is probably what you’re seeking out.

You need to purchase HubSpot products, specifically its CRM and Sales Hub. to gain capability that is comparable to what you are getting with the potential lead management software program application in this ranking.

That makes the pricing to get all this accessible functionality (8 features) quite steep, beginning at $450/month billed yearly (for five clients, this is the minimal they impose).

What features are you able to count on from lead control software program?

Here’s 10 middle features a lead control & tracking software program platform can provide that will help you higher comply with up leads:

• Visualize your leads in multiple drag-and-drop pipelines
• Send automatic electronic mail sequences until leads respond
• Automatically enhance leads from both publicly to be had info and email signatures
• Track the source (and lost cause) of your leads and analyze it
• Get reminded to follow-up mechanically while leads move inactive
• Track leads with included e mail & internet site monitoring
• Get a live review of what your leads are doing in an in-app notification middle
• Digitize enterprise leads with a integrated business card scanner
• Use e-mail templates within your Gmail inbox to manipulate leads extra productively
• Manage your leads completely from your inbox with a accessible e-mail sidebar

There’s numerous useful capabilities in there which you gained’t be capable of get just from an Excel sheet We’ll detail under which of these capabilities include every lead management software

Features HubSpot CRM + Sales Hub doesn’t offer:

• Get reminded to follow-up routinely when leads pass inactive
• Get a stay overview of what your leads are doing in an in-app notification middle

G2 evaluate scoring:

• Ease of Use: 8.6
• Ease of Setup: eight.Three
• Meets Requirements: eight.5
• Quality of Support: 8.5
• Ease of Doing Business With: eight.7
• Ease of Admin: 8.6

Final result:

• Lead management feature rating: eight/10
• Average G2 overview score: 8.Five/10
• FINAL SCORE: eight.3/10

Pricing to get all the above (eight capabilities):

$ninety/person/month (billed annually – minimal 5 customers)

$a hundred/person/month (billed month-to-month – minimum five users)

3. Pipeliner CRM [7.2/10]

Pipeliner CRM (previously Pipelinersales) is a software program business enterprise based in 2009 with the purpose of building higher software program application for salespeople.

Although Salesflare hardly ever receives as compared to Pipeliner with the aid of folks who need to follow up their leads in a higher way. We decided to encompass them on this comparison because of their clean determination to steer control.

The software program is enormously feature rich as compared to the other systems in this comparison, despite the fact that also a bit dated and now not too smooth to use.

Pipeliner’s pricing rises pretty steeply as you want extra functionality. Which possibly makes it a higher in shape for mid-sized agencies with deep wallet.

Features Pipeliner CRM gives: 5/10

• Visualize your leads in more than one drag-and-drop pipelines
• Track the supply (and lost purpose) of your leads and examine it
• Get a stay evaluate of what your leads are doing in an in-app notification middle
• Digitize commercial company leads with a built-in business card scanner
• Manage your leads completely out of your inbox with a reachable e mail sidebar

Features Pipeliner CRM doesn’t provide:

• Send automatic email sequences till leads reply
• Automatically enhance leads from both publicly to be had information and email signatures
• Get reminded to comply with-up routinely while leads pass inactive
• Track leads with integrated electronic mail & internet site monitoring
• Use electronic mail templates within your Gmail inbox to manipulate leads greater productively

G2 assessment scoring:

• Ease of Use: nine.4
• Ease of Setup: nine.2
• Meets Requirements: 9.Three
• Quality of Support: 9.3
• Ease of Doing Business With: nine.Four
• Ease of Admin: nine.3

Final result:

• Lead management characteristic rating: 5/10
• Average G2 assessment score: 9.3/10
• FINAL SCORE: 7.2/10

Pricing to get all of the above (five functions):

$eighty five/consumer/month (billed annually)

$100/consumer/month (billed monthly)

4. Freshworks CRM [7.0/10]

The enterprise at the back of / to start with referred to as Freshdesk. modified into based in 2010 to offer a better, much less steeply-priced answer for customer service corporations.

Fresh works’ essential selling factor is its feature depth. It has additionally controlled to offer this variety of functionality through an less complicated to use interface than its competitor/predecessor from the equal city, Zoho.

What makes Freshworks robust is also its weak point: the interface is complete of so many little buttons that common aspect-outcomes of the usage of the platform embody a mild headache, fatigue and dizziness.

Features Fresh works CRM gives: five/10

• Visualize your leads in more than one drag-and-drop pipelines
• Send automatic e-mail sequences till leads respond
• Track the supply (and out of place cause) of your leads and analyze it
• Get a stay assessment of what your leads are doing in an in-app notification middle
• Manage your leads absolutely out of your inbox with a handy email sidebar

Features Fresh works CRM doesn’t provide:

• Automatically enhance leads from each publicly to be had information and email signatures
• Get reminded to observe-up automatically while leads pass inactive
• Track leads with blanketed e mail & internet site monitoring
• Digitize enterprise leads with a built-in business card scanner
• Use email templates within your Gmail inbox to manipulate leads more productively

G2 evaluation scoring:

• Ease of Use: 9.1
• Ease of Setup: 8.Nine
• Meets Requirements: 8.Nine
• Quality of Support: nine. Zero
• Ease of Doing Business With: nine.1
• Ease of Admin: nine. Four

Final end result:

• Lead management feature score: five/10
• Average G2 evaluation score: 9.Zero/10
• FINAL SCORE: 7.0/10

Pricing to get all the above (five functions):

$sixty nine/user/month (billed yearly)

$eighty three/customer/month (billed monthly)

5. Pipedrive [6.3/10]

Pipedrive is an smooth-to-use and easy-to-setup lead management software program for small organizations, and is consequently in evaluation to Salesflare very often.

The company became founded in 2011 to release a counterreaction to business company structures like Salesforce, which may be built extra for agency needs than they’re for income teams. Pipedrive set out to alternate that.

While the enterprise agency is centered on helping you manipulate your leads in a higher manner, it maintains lacking some of the greater modern-day functionality provided via other platforms on this region.

Features Pipedrive gives: 4/10

• Visualize your leads in more than one drag-and-drop pipelines
• Track the deliver (and out of place motive) of your leads and examine it
• Get a stay evaluate of what your leads are doing in an in-app notification middle
• Manage your leads absolutely from your inbox with a reachable email sidebar

Features Pipedrive doesn’t offer:

• Send automatic electronic mail sequences till leads reply
• Automatically boom leads from each publicly to be had information and email signatures
• Get reminded to observe-up mechanically while leads pass inactive
• Track leads with protected electronic mail & net site monitoring
• Digitize commercial employer leads with a integrated organization card scanner
• Use e mail templates within your Gmail inbox to control leads greater productively

G2 evaluate scoring:

• Ease of Use: eight.Nine
• Ease of Setup: 8.7
• Meets Requirements: 8.Four
• Quality of Support: 8.Four
• Ease of Doing Business With: 8.7
• Ease of Admin: eight.6

Final result:

• Lead manipulate feature rating: 4/10
• Average G2 assessment rating: eight.6/10
• FINAL SCORE: 6.3/10

Pricing to get all of the above (four talents):

$40 9.90/consumer/month (billed every year)

$59/man or woman/month (billed monthly)

6. Salesforce Sales Cloud [6.1/10]

Salesforce is by means of the usage of a long way the maximum vital CRM corporation in the world, controlling approximately 20% of the market in 2021. It turned into based totally in 1999 in California via an ex-Oracle government.

Salesforce gives a huge platform to organisations that basically consists of a difficult and rapid of building blocks with which you could construct whatever, gives the possibility to customise the whole thing, and the promise to connect to anything other software application you’re the usage of.

A Salesforce implementation generally calls for a consulting agency to map the commercial enterprise dreams and workflow, assemble all this in Salesforce, connect to specific software, train the personnel and follow up with extra adjustments afterwards.

While the software program isn’t a extremely good in shape for small and medium-sized businesses nor really constructed for lead management, no evaluation is complete without mentioning the market chief.

Features Salesforce Sales Cloud offers: 4/10

• Visualize your leads in a couple of drag-and-drop pipelines
• Track the deliver (and misplaced purpose) of your leads and take a look at it
• Manage your leads completely out of your inbox with a accessible electronic mail sidebar
• Use e-mail templates inside your Gmail inbox to govern leads greater productively

Features Salesforce Sales Cloud doesn’t provide:

• Send computerized email sequences until leads respond
• Automatically enhance leads from both publicly available facts and e mail signatures
• Get reminded to observe-up routinely even as leads circulate inactive
• Track leads with blanketed e-mail & internet site tracking
• Get a stay observe of what your leads are doing in an in-app notification middle
• Digitize enterprise leads with a integrated commercial enterprise card scanner

G2 overview scoring:

• Ease of Use: eight.1
• Ease of Setup: 7.5
• Meets Requirements: eight.Eight
• Quality of Support: eight.2
• Ease of Doing Business With: 8.Three
• Ease of Admin: eight.Zero

Final stop result:

• Lead control function rating: four/10
• Average G2 examine score: 9.6/10
• FINAL SCORE: 6.1/10

Pricing to get all the above (4 abilities):

$75/client/month (satisfactory billed yearly)

7. Zoho CRM [5.9/10]

Zoho is a real family call within the CRM industry, so we couldn’t omit them from this rating.

Zoho launched its small commercial employer CRM product in 2005 and has traditionally been positioning itself as a much less high priced opportunity to Salesforce. That is proper away its principal selling factor.

Most of the 4 capabilities under come on Zoho CRM’s Professional plan, which gives the bottom pricing of the systems on this assessment.

Features Zoho CRM gives: four/10

• Visualize your leads in more than one drag-and-drop pipelines
• Track the deliver (and lost cause) of your leads and examine it
• Digitize business corporation leads with a integrated commercial enterprise card scanner
• Manage your leads actually out of your inbox with a available email sidebar

Features Zoho CRM doesn’t provide:

• Send automated e-mail sequences till leads respond
• Automatically enhance leads from every publicly available information and email signatures
• Get reminded to follow-up mechanically while leads move inactive
• Track leads with integrated email & internet site tracking
• Get a stay examine of what your leads are doing in an in-app notification middle
• Use electronic mail templates internal your Gmail inbox to control leads extra productively

G2 evaluation scoring:

• Ease of Use: 8.1
• Ease of Setup: 7.6
• Meets Requirements: 8.2
• Quality of Support: 7.Four
• Ease of Doing Business With: 7.9
• Ease of Admin: 7.Eight

Final give up end result:

• Lead manipulate feature score: 4/10
• Average G2 assessment rating: 7.Eight/10
• FINAL SCORE: five.9/10

Pricing to get all of the above (four skills):

$23/consumer/month (billed yearly)

$35/individual/month (billed month-to-month)

That’s all we have were given for the 7 great lead control & monitoring software program application systems!

Want to dig deeper into the variations? Just ask our group the use of the chat on salesflare.Com. We’re proper proper here to help.