With so many different free lead management software available, figuring out which is right for you is tough. You know you want to affordably manage potential customer interactions and sales leads but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different free lead management tools with various teams and prospects, with my picks of the best free lead management software.
What Is Free Lead Management Software?
Free lead management software is a digital tool that helps businesses track and manage potential customers, known as leads, without any cost. It typically includes features for capturing lead information, organizing contacts, setting reminders for follow-ups, and managing the sales pipeline. This type of software is particularly useful for small businesses or startups that require basic lead management functionalities.
The benefits of free lead management software include cost savings, as it provides essential lead management features without the financial burden of paid software. It improves the organization of leads, enhances efficiency in the sales process, and helps ensure no potential customer is overlooked. Additionally, the software supports better data management and informed sales strategies. For small businesses and startups, it offers an accessible way to establish a structured approach to lead management, aiding in business growth and customer relationship development.
monday.com CRM is a fully customizable sales automation tool that allows users to handle all their work in one place, offering flexibility and intuitiveness without the need for development help. With features such as centralizing client communication, automating sales processes, and providing a full overview of each deal, monday.com CRM is best for customizable sales automation, making it the ideal choice for boosting productivity and efficiency in managing sales pipelines.
Why I picked monday sales CRM: I selected this tool due to its robust customization options and the breadth of automation capabilities it offers. What distinguishes it is the platform's adaptability, allowing for a tailored fit to specific sales processes and the convenience of centralizing client interactions.
The CRM's deal tracking feature provides a visual sales pipeline that can be customized to reflect a business's unique sales stages, with a drag-and-drop interface for moving deals through the pipeline.
monday sales CRM Standout Features and Integrations
Standout features include its lead capture functionality which allows for the creation of web forms to gather potential customer data directly into the CRM. Also, contact management centralizes all contact information, enabling tracking of interactions and note-taking within individual profiles.
Integrations include Ziflow, Slack, PhoneBurner, DocuSign, QuickBooks, Shopify, Tableau, Aircall, and Tolstoy. You can also access thousands of additional integrations using a paid subscription with Zapier. Finally, its API allows you to build custom integrations with other tools in your tech stack.
Robust platform with a range of features
Effective automation capabilities
Difficulties with email integration
Mobile apps have limitations
EngageBay is a free, all-in-one CRM for small businesses with deal management, marketing automation, and sales workflows.
Why I picked EngageBay: You can manage and segment contacts, create email sequences, and build landing pages with this software. The deal management tool allows you to track leads through your sales funnel, automate follow-ups, and get notified when certain milestones are met. The software’s landing pages, forms, and sticky tags can be used for lead capture.
Teams can also manage lead distribution with the software, and automate lead nurturing tasks like lead scoring, email follow-ups, and sending targeted content. The platform also facilitates contract and quote management, supporting your sales team’s lead conversion efforts.
EngageBay Standout Features and Integrations
Features include email workflow sequences, form and landing page builder, milestone tracking, appointment scheduling, reporting dashboard, Facebook ads, and predictive lead score.
Integrations include Asana, BigCommerce, DocuSign, Google Meet, JotForm, LinkedIn, Outlook, QuickBooks, Shopify, Stripe, Trello, Twilio, Xero, and Zoom. Users with a paid Zapier account can configure additional integrations.
Price: From $14.99/user/month
Free Trial: Free plan + free demo available
Free plan has nearly all marketing tools
Up to 250 contacts and 1000 branded emails with free plan
Email and chat support available with free plan
Free plan lacks customer support features
No custom milestones with free plan
Capsule is a CRM software with contact management, workflow automation, email marketing, sales pipeline management, and project management tools.
Why I picked Capsule CRM: Lead information can be added to the contact database, where you can then track all interactions with each contact. You can create and assign custom tags to contacts, and attach relevant documents to contact profiles. The software’s visual sales pipeline helps track leads through the sales funnel, and manage them using the drag-and-drop functionality.
In addition to keeping leads organized and accounted for, this software also helps teams manage projects and tasks. Customizable project boards and calendars give an overview of everything in progress, and you can create tasks related to lead management like appointments and phone calls. The software also has a reporting function that provides sales analytics.
Capsule CRM Standout Features and Integrations
Features include contact data import, profile auto-enrichment, text search, file attachments, email templates, shared inbox, customizable drag-and-drop sales pipeline, Kanban board, tasks and projects, and reporting tools.
Integrations include Akita, Clockify, Google Suite, Help Scout, Mailchimp, Microsoft Suite, Quickbooks, Sage, Toggl, Wufoo, Xero, and Zendesk. Integrately and Zapier can also unlock additional integrations.
Price: From $54/user/month
Free Trial: Free plan + 14-day free trial available
Simple, straightforward user interface
Migrating contact data is easy and effective
Highly customizable to tailor to your needs
Free plan is limited to 2 users and 250 contacts
Advanced reporting not available in free plan
SalesRabbit is a sales management app for outside sales teams with lead management, team management, and proposal management capabilities.
Why I picked SalesRabbit: Sales teams working in the field can use this software to pitch their product, collect lead data, track leads through the funnel, and sign contracts on the go. Lead records are connected to a map in the software so door-to-door sales reps can keep track of where they collected their leads and even plan the most efficient routes for follow-up visits. Digital files can be uploaded and connected with lead records, and lead ownership can be set in the software.
Every functionality of the software is housed in a mobile app, so users can keep track of their leads and activity on the go. The paid app also has team management features like messaging, territory mapping, and leaderboards. Real-time performance tracking keeps team leaders updated on each salesperson’s progress throughout the day.
SalesRabbit Standout Features and Integrations
Features include lead sorting, lead qualification, proposal management, map view, appointment scheduler, reminders, and route planning.
Integrations include Airtable, Box, Calendly, Copper CRM, HubSpot, Jotform, Mailchimp, Microsoft Suite, Pipedrive, Salesforce, Wufoo, and Zoho. Additional integrations can be configured with a paid Zapier account.
Price: From $39/user/month
Free Trial: Free plan + free demo available
Intuitive interface and map view
Intelligent route planner speeds up planning
Leaderboard encourages friendly competition
Not suitable for in-office sales teams
Some features are sold as paid add-ons
AWeber is a marketing automation software that has a landing page builder, email marketing tools, signup forms, and more.
Why I picked AWeber: Lead capture begins with the software’s signup form builder, which allows you to capture contact information to build your contact lists, even without a website. You can then send personalized emails to contact lists you create in the system. Subscription and payment plans can be configured through the software, and up-sell and abandoned cart emails can be automated.
This software can benefit small ecommerce businesses selling goods on Etsy or through their own website, or for subscription-based content sellers. Its lead nurturing tools help you build a community and stay connected with your customer base via email automations. Users can process transactions in over 100 currencies and set up membership, subscription-based payments as well as payment plans.
AWeber Standout Features and Integrations
Features include subscriber lists, landing pages, signup forms, email automation, email templates, drag-and-drop email builder, dynamic content, image bank, video content, landing page templates, and simple sales analytics.
Integrations include Facebook, PayPal, Shopify, WordPress, and WooCommerce.
Price: From $12.50/month
Free Trial: Free plan available
3000 email sends per month with free plan
Self-serve knowledge base and video tutorials
Email and chat support with free plan
Advanced analytics are not available in the free plan
1% transaction fee with free and lite plan
Bitrix24 is software that not only helps companies manage their leads, but also provides project management and collaboration features, a website and e-store builder, and HR automation tools.
Why I picked Bitrix24: The software’s CRM system stores lead data and allows you to call or message leads directly from their profile. You can also build lead capture forms with the software and run marketing campaigns with email communications and targeted ads. Build custom sales pipelines and set automation triggers to move leads along based on their actions and behavior.
What makes this software unique is that the lead management features are just one part of the platform’s broader functionality. Your business can also run your project management operations in the software and teams can collaborate with video chat and document storage and sharing. You can even build your website or online store through the software. Employee profiles, scheduling and time tracking, and a company news feed are among the software’s HR features.
Bitrix24 Standout Features and Integrations
Features include drag-and-drop client profiles, sales pipeline builder, lead nurturing automation, lead capture forms, email marketing tools, ad management, sales analytics, project management tools, team collaboration features, workforce management tools, and website and web store builder.
Integrations include Box, DocuSign, Dropbox, Google Suite, HubSpot, Jotform, Mailchimp, Microsoft Suite, Miro, OpenOffice, Trello, Wordpress, and Xero. Zapier can also be connected to the software to configure additional integrations.
Price: From $61/month
Free Trial: Free plan available
All-in-one workplace management
Training videos available in the platform
Straightforward workflow automation tools
Lead management tools can’t be purchased separately
The interface can be overwhelming
Driftrock is lead management software that covers lead capture, lead validation, lead tracking, and reporting capabilities.
Why I picked Driftrock: This software allows you to capture lead data from over 20 sources, consolidating the information in your CRM. You can also build lead capture forms to collect lead data from your website or custom landing pages. The software validates email addresses, phone numbers, and addresses before syncing lead data to your database, ensuring you have the right contact information for all leads.
Lead tracking can be done with visual sales funnels or charts, giving you an overview of where various opportunities are in your pipeline. You can also manage your lead ads through the platform, which connects to Twitter, TikTok, Instagram, Snapchat, and other ad platforms. Users can create segmented audiences in the platform for more precise targeting.
Driftrock Standout Features and Integrations
Features include lead capture forms, lead capture source connections, CRM export, lead validation, and lead generation dashboard.
Integrations include ActiveCampaign, Amazon S3, Close, Eloqua, Facebook Ads, FreshSales, Google Sheets, HubSpot, Instagram Ads, Intercom, Keap, LinkedIn Ads, Mailchimp, Microsoft Dynamics 365, Pipedrive, Salesforce, Snapchat Ads, TikTok Ads, Twitter Ads, and Zoho CRM.
Price: From $49/month
Free Trial: Free plan available
Product focus is lead management and tracking
Ability to manage ad retargeting
Manage leads before syncing to your CRM
Not a full CRM system
Lead validation not available in free plan
Marketing 360 offers CRM software among its suite of various marketing software tools and services.
Why I picked Marketing 360: The CRM system has lead management tools like a contact database, communication tracking, and task management. You can also manage files and billing in the software, keeping track of relevant documents and payments for each contact. Marketing campaigns can be configured and email and text message communications can be managed with the software.
Teams can also plan and manage their projects through the system, and assign tasks to individuals or groups of employees. Deals can be managed through the customer lifecycle with custom funnel stages. With a paid plan, users also gain access to a dedicated marketing specialist to support their efforts.
Marketing 360 Standout Features and Integrations
Features include contact database, client forms, email automation, appointment scheduling, reputation management, project and task management, ad management, payment processing, reporting, and a mobile app.
Integrations include BigCommerce, Calendly, Facebook, Google Ads, Google Sheets, Gravity Forms, iHome Finder, Jotform, Service Titan, Shopify, and WooCommerce.
Price: Pricing available upon request
Free Trial: Free plan + free demo available
Can combine with the company’s other sales and marketing tools
Simple and user-friendly interface
Exceptional customer service with paid plans
Marketing services come at a price
Limited customization in reporting tools
Odoo is a cloud-based, open-source Enterprise Resource Planning (ERP) system with sales and marketing tools including a CRM.
Why I picked Odoo: The software’s CRM provides sales teams with an overview of all their prospects across stages of the sales funnel. Sales reps can schedule follow-ups and make phone calls directly through the interface, and view a history of actions for each opportunity. The reporting dashboard helps measure sales pipeline performance and other metrics.
The CRM is one of a large suite of apps that are included in the ERP system. The system’s other sales tools include a Point of Sales (POS) system, subscription management, and rental management. Various tools are available to support finance, marketing, and HR teams, as well as for website development, team productivity, service management, and inventory management.
Odoo Standout Features and Integrations
Features include lead scoring, lead importing, email campaigns, location detection, live chat, automated lead assignment, contact merging, CTA A/B testing, UTM tracking, drag-and-drop sales pipeline, website tracking, and email templates.
Integrations include Google Docs, Odoo’s marketing apps, Odoo sales app, and Odoo inventory app. You can also connect through Zapier to unlock more integrations but that may require a separate paid plan.
Price: From $31.10/user/month for access to all apps
Free Trial: Free plan + 15-day free trial available
Users can access full CRM functionality for free
Friendly user interface compared to other ERPs
Robust analytics dashboard capabilities
Some sales and marketing tools must be purchased separately
Challenging to schedule appointments through the calendar
Apptivo is a flexible workplace management software with sales and marketing automation features as well as project management and internal operations tools.
Why I picked Apptivo: Leads can be managed and nurtured by both sales and marketing teams with this software. The built-in CRM tool stores all contact information in one place, which can then be used in the software’s estimate and contract management tools and email marketing features. You can also plan your projects and manage a help desk through the system, making it a well-rounded option.
For teams seeking an all-in-one workplace software solution, this can be a good pick. The platform is built to be scalable to work for small or large organizations, and grow with your business needs. A 30-day free trial lets you get a feel for the system before purchasing.
Apptivo Standout Features and Integrations
Features include list management, task management, appointment scheduling, product catalog, multiple sales pipelines, email templates, data migration, Kanban view, Gantt charts, reporting dashboard, and a mobile app.
Integrations include Asterisk, Dropbox, Google Workspace, Microsoft Suite, PayPal, RingCentral, Sign.Co, Slack, Stripe, Quickbooks, and Xero.
Price: From $10/user/month
Free Trial: 30-day free trial available
On-demand video tutorials are available
Responsive and knowledgeable customer support team
Friendly interface for a complex platform
No free forever plan available
Broad functionality, might not suit those seeking a more niche solution
Best for ecommerce email marketing
Best for email marketing automation
- HubSpot CRM
Best for lead and content management in one
Best with buyer intelligence data
- Zoho CRM
Best with team collaboration tools
- Really Simple Systems
Best for a straightforward user interface
Best database and workflow management system
Best with AI-powered lead scoring
Best with sales operations features
How I Selected the Best Free Lead Management Software
To put together this list of the best free lead management software, I started with a long list of options that had positive user reviews. I then came up with my evaluation criteria—which I’ve outlined below—to make sure I was comparing each software based on the same factors. I narrowed down my short list by measuring how each tool ranked on my criteria.
Having worked in revenue operations for several years, I’m fairly familiar with lead management solutions and best practices. This helped me keep an eye out for unique features each tool provides that add real value, which I’ve noted in my overviews of the software.
Here’s how I’ve defined the selection criteria I used to evaluate each software that made it to the shortlist.
Ease of use is a top factor in selecting lead management software because often, these systems will be used by multiple people and teams. The whole point is to track leads through the customer journey, so you don’t want anyone getting lost! A friendly user interface and simple navigation are things I looked out for in my research and made a point to note in the overviews.
Many software on this list have sales features like lead scoring, sales pipeline builders, and appointment scheduling. Some also offer marketing tools like email templates and landing page builders, and some have mobile apps and help desk functionality. I looked for features that stood out and how they made each software suitable for specific use cases.
For each software on the list, I’ve listed the supported integrations it offers to connect it with other apps and software. Depending on your existing tech stack, you might be looking for something that syncs up with a CRM like Salesforce or Pipedrive, or your email system like Gmail or Outlook. Take a look at the integrations listed in each overview.
While every software listed has a free version or free trial, you may eventually decide to invest in a paid solution. Pricing information is provided for every platform, as well as any specific information about what a free plan offers. For example, some have unlimited users, contacts, or monthly email sends, while others have maximums. This information is provided with the overviews.
Type of Software
When it comes to lead management, there are a few different types of software you might look for. Some software on the list are all-in-one CRMs while others are marketing automation platforms and others even qualify as project management software. I explain how lead management fits into the broader functionality of each software in my overviews.
When you’re looking at lead management software and CRM systems, many are designed intentionally for companies in a specific industry. Some tools will be better suited to ecommerce businesses while others are geared towards B2B SaaS companies, so I made sure to look out for the target user for each product.
What is free lead management software?
Lead management software are tools that support your lead generation efforts and keep your lead’s contact data organized and accessible. Many lead management systems offer a free version with limited functionality, which can be a great option for small businesses and startups.
These software solutions generally provide contact management, sales pipeline management, lead nurturing tools, and workflow automation features. They can support each stage of your sales process, from creating lead capture forms to moving leads through your sales funnel and ultimately converting leads into paying customers.
Is lead management software the same as CRM software?
Some lead management software stands alone. However, many lead management tools are part of a bigger customer relationship management (CRM) software. CRM software covers not just lead tracking but also customer support functionality, providing tools to support the complete customer lifecycle.
How do you manage leads without software?
Without lead management software, some companies rely on Excel spreadsheets and regular email platforms to keep track of their leads. While this might work in the early days of running a business, it’s not a scalable solution as your company grows and your business needs expand.
As you collect more and more new leads, hire more salespeople, and expand your lead management process, it becomes very time consuming to manage everything without supporting software. The earlier you get set up with a free CRM or lead management software, the better equipped you’ll be to scale your business.
What are the key features of free lead management software?
Here are some of the standard features to look for in a free lead management software:
- Lead capture: Whether it’s through web forms, targeted ads, or a LinkedIn integration, you should be able to capture lead data using the software.
- Contact management: Software should have a contact database to store lead information like name, phone number, email address, social media accounts, and company information.
- Sales management: This could be automated lead scoring, a sales pipeline builder, the ability to view sales activities, automated follow-up, or sales funnel notifications.
- Lead tracking: Great lead management tools include tracking software that follows leads through each stage of the buyer’s journey.
- Marketing automation: This includes email marketing, customizable templates, landing page builders, marketing campaign management, and workflow automation.
- Reporting dashboard: Software usually provides graphs and analytics on metrics such as lead conversion rates, sales cycle tracking, and forecasting and predictive insights.
What are the benefits of free lead management software?
Your business can benefit from a free lead management software in a number of ways, such as:
- Improved sales processes: With web-based software, you can alleviate manual workloads to streamline how your sales reps accomplish their tasks. You can also automate better lead distribution across your sales team and facilitate collaboration.
- Targeted communications: You can create segmented lists (for example, separating marketing and sales leads) to build stronger email campaigns and make more targeted outbound phone calls.
- Higher conversion rates: Your sales and marketing teams will be better equipped to pinpoint and prioritize the most qualified leads. Real-time activity notifications help salespeople act quickly to move leads through the funnel.
Other Lead Software Reviews
Here are some other software reviews for you to consider if you are looking for other lead management tools.
- Lead Scoring Software
- Lead Generation Software
- Lead Routing Software
- Lead Capture Software
- Sales Leads Software
- Lead Mining Software
- Lead Retrieval Software
- Lead Intelligence Software
If you’re currently managing and tracking leads with spreadsheets, it’s time for an upgrade. With so many options for free lead management software, there’s no need to let an antiquated system eat up all your time and energy. A software solution to store, manage, and track leads through the funnel helps you prioritize the most high-potential leads and close more deals. Why not try out a free tool from this list?
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