Best Lead Capture Software Shortlist
The shortlist of the software I found includes:
- OptiMonk - Best for businesses with an online store
- monday.com - Best for combining leads and sales pipeline in one place
- Lusha - Best for scaling up outreach efforts
- Jotform - Best for its drag-and-drop lead capture form
- Stova - Best for businesses who present at trade shows
- Sleeknote - Best for small businesses
- VideoAsk - Best for businesses who need video chat
- Zoominfo Sales OS - Best for teams to find accurate contact information
- RocketReach - Best for building out contact list from scratch
- Waalexy- Best for generating leads on LinkedIn
- LandBot - Best for no-code chatbot
- CallPage - Best for connecting with website visitors via phone calls
What Is Lead Capture Software?
Lead capture software is a tool designed to help businesses collect information from potential customers at the start of the sales pipeline. There are many ways to collect leads and therefore many tools available to help. These tools could be simple form builders or software for creating chatbots and generating leads from social media.
Overview of the 12 Best Lead Capture Software
Let me give you a quick rundown of each lead capture software. We'll talk about the best situations to use them in, their best features, and some of the good and not-so-good aspects. Plus, I've thrown in some screenshots so you can get a feel for how they look and work.
1. OptiMonk - Best for businesses with an online store
OptiMonk is designed to interact with customers the moment they land on your website. It can welcome them, offer a discount, or initiate a conversation to capture their email address.
The main goal is to prevent customers from leaving your website without making a lasting impression. OptiMonk ensures you never miss a chance to connect with potential leads.
Why I picked OptiMonk: OptiMonk caught my attention due to its unique and personalized approach to motivating customers to subscribe to your email list. It employs engaging pop-ups that create a sense of connection with visitors, making them more likely to sign up. Additionally, OptiMonk's targeted messaging appeals to various customer segments by addressing their specific needs or interests.
OptiMonk Standout Features and Integrations:
Standout features include OptiMonk's ability to tailor messages based on demographic information, such as the visitor's country, new or returning customer status, and the referring domain. The software is mobile-friendly, ensuring you capture leads from every possible source.
Integrations include Shopify, WooCommerce, BigCommerce, and other popular online storefront. OptiMonk also natively integrates with tools like WordPress, SquareSpace, Google Analytics, ActiveCampaign, ConvertKit, and HubSpot.
Pricing One-Liner: From $39/month
Free Trial One-Liner: Free plan available
Pros
- Helps to stop cart abandonment and boost sales.
- Provides help to website visitors without the need for customer service agents
- Access to range of templates to get started quickly
Cons
- May require some time to set up and customize messaging for optimal results
- Limited free plan features might not be enough for some users
2. monday.com - Best for combining leads and sales pipeline in one place
monday.com is a customer relationship management (CRM) tool that can help businesses with consolidating leads and sales pipeline management in one platform.
This software boosts productivity for sales teams by organizing and tracking your leads and providing real-time updates on their progress through the sales funnel.
Why I picked monday.com:
I selected monday.com due to its impressive project management capabilities. It has an intuitive interface and customizable workflows, which make it easy for teams to collaborate on lead progress and sales. monday.com is fantastic for organization, so your salespeople don’t get confused and can work more efficiently.
Standout Features and Integrations:
monday.com's standout features include its customizable boards for managing leads, robust automation capabilities, and advanced reporting tools. I especially like its visually appealing interface, which simplifies complex data, providing you with an at-a-glance understanding of your sales pipeline's health.
Integrations include popular tools like GitHub, MailChimp, Hubspot, Zoom, Slack, Microsoft Teams, Gmail, and Zendesk. monday.com has over 200 native integrations.
Pricing One-Liner: From $8/user/month
Free Trial One-Liner: Free plan available
Pros:
- An intuitive drag-and-drop interface makes it easy to create custom workflows
- Customizable boards and robust automation capabilities
- Wide range of integrations with CRM, communication, and marketing tools
Cons:
- The platform might have a learning curve for new users
- Some advanced features only available on higher-tier plans
3. Lusha - Best for scaling up outreach efforts
With this tool you can find contact information to build out your businesses outreach and start reaching new potential customers.
Every business needs a plan for reaching customers, and Lusha does the hard work for you by finding the most up-to-date contact information.
Why I picked Lusha: I chose Lusha for its ability to enhance outreach efforts with its extensive database of accurate contact information. By ensuring you're connecting with the right people, Lusha empowers your sales and marketing teams to work more efficiently and close deals faster.
Standout Features and Integrations:
Lusha's standout features include its comprehensive database of verified contact information. The platform's data enrichment capabilities help you gather essential insights on your prospects, enabling you to personalize and tailor your outreach strategies for maximum impact. Lusha's API also allows for easy integration with your existing sales tools, streamlining your workflow.
Integrations include CRM and email tools like Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, Gmail, and Outlook.
Pricing One-Liner: From $39/user/month
Free Trial One-Liner: Free credits available
Pros:
- Expansive database of over 100 million contacts with accurate information
- Advanced search filters and data enrichment capabilities
- Compliant with GDPR, CCPA, SOC2, and ISO 27701
Cons:
- Some unreliable data listed on the platform
- Usage limits may apply, depending on the chosen plan
4. Jotform - Best for its drag-and-drop lead capture form
Jotform makes collecting leads as simple as possible. And with it’s customizable templates, a lead capture form can be generated in just a few seconds.
There’s always a good reason to create a form, like collecting emails and phone numbers, or asking potential customers about their pain points to better focus your business.
Why I picked Jotform: Jotform earned my recommendation due to its intuitive drag-and-drop form builder, which allows users of all skill levels to create visually appealing and functional lead capture forms.
Standout Features and Integrations:
Standout features include a vast array of customizable templates, and integrations with popular CRM, email marketing, and payment platforms. The platform also offers advanced form features, such as conditional logic and file uploads, giving you the flexibility to create forms that cater to your unique needs.
Integrations include popular tools like Salesforce, HubSpot, Mailchimp, and PayPal, allowing you to sync collected data. Jotform has over 100 native integrations available.
Pricing One-Liner: From $39/month
Free Trial One-Liner: Free plan available
Pros:
- Intuitive drag-and-drop form builder for easy customization
- Seamless integration with CRM, email marketing, and payment platforms
- Responsive design for a consistent user experience on any device
Cons:
- Can be overwhelming for new users with the amount of customization options available
- Limits on the number of forms and submissions, depending on the chosen plan
5. Stova - Best for businesses who present at trade shows
Stova is built for businesses that get out into the real world with a presence at trade shows and exhibitions. It’s app keeps all team members connected and working together towards lead capture.
As one of the more unique selections on this list, Stova sets itself apart from other tools by focusing on in-person connections.
Why I picked Stova: I chose Stova for its specialized focus on catering to the unique needs of trade show and meeting businesses. The platform offers a suite of powerful features that streamline event management, lead capture, and follow-up processes, ensuring that no potential opportunity is missed.
Standout Features and Integrations:
Standout features include real-time lead tracking and analytics, providing you with valuable insights into your event performance and enabling you to optimize your strategies accordingly. Stova's mobile app ensures that your team stays connected and productive, even on the go.
Integrations include Salesforce, HubSpot, Marketo, and Mailchimp, allowing for a streamlined workflow and effective follow-up on captured leads.
Pricing One-Liner: Pricing upon request
Free Trial One-Liner: Free demo available
Pros:
- Access to tech support via phone or email
- Real-time lead tracking and analytics for data-driven decision-making
- Learning materials available to make the most of the software
Cons:
- Significant learning curve even when using tech support
- Low number of native integrations
6. Sleeknote - Best for small businesses
Sleeknote sends pop-ups to your website visitors which can be used to start a conversation with them or capture their email address.
For small businesses in particular, website pop-ups can be a quick and personal way to capture customer information by offering them a one-time discount.
Why I picked Sleeknote: I chose Sleeknote for its expertise in creating visually appealing and highly effective website pop-ups. The platform offers an intuitive interface and user-friendly features that make designing customized pop-ups a breeze, even for those with no prior design experience.
Standout Features and Integrations:
Sleeknote's standout features include its easy-to-use pop-up builder, an extensive library of customizable templates, and advanced targeting and triggering options. Sleeknote's responsive design ensures that your pop-ups look and function flawlessly on any device, providing a consistent user experience.
Integrations include Klaviyo, Hubspot, Mailchimp, ActiveCampaign, Salesforce, Teamwork CRM, and over 270+ other tools.
Pricing One-Liner: From $62/month
Free Trial One-Liner: 7-day free trial available
Pros:
- Sleeknote provides detailed case studies to help guide new users
- Advanced targeting and triggering features for improved lead capture
- Pop-ups take minutes to create and activate on your website
Cons:
- Pricing may be less competitive than other software in this field
- No free plan available, only a 7-day free trial
7. VideoAsk - Best for businesses who need video chat
VideoAsk is a platform that helps businesses to interact with customers through personalized video conversations.
Video is a more personal form of communication with 96% of marketers believing it to be an important part of the strategy.
Why I picked VideoAsk: I selected VideoAsk for its unique approach to lead capture through the use of cloud-based video chats. The platform's intuitive interface and user-friendly features make it easy for businesses to incorporate video chats into their lead generation strategies.
Standout Features and Integrations:
VideoAsk's standout features include its easy-to-use video chat builder, customizable video templates, and seamless integration with popular CRM and email marketing platforms. The platform also offers advanced analytics and reporting capabilities, enabling you to track and optimize your video chat performance.
Integrations include Typeform, Calendly, Hubspot, Stripe, Google Sheets, Salesforce, Zendesk and many more.
Pricing One-Liner: From $24/month
Free Trial One-Liner: Free plan available
Pros:
- Easy-to-use video chat builder and customizable templates
- Support staff on hand to provide real-time feedback
- Integrates with calendar tools to automate sales booking
Cons:
- Video upload size may be too restrictive in some use cases
- Some users report inaccuracies in the automated closed captions
8. Zoominfo Sales OS - Best for teams to find accurate contact information
Understanding where potential customers are in their buyer journey can save both parties time and avoid spending money chasing leads that won’t convert.
Why I picked ZoomInfo Sales OS: I chose ZoomInfo Sales OS for its ability to provide insightful purchasing intent data, enabling businesses to focus their lead generation efforts on high-converting prospects.
Standout Features and Integrations:
Standout features include its extensive database of purchasing intent data, advanced search capabilities, and seamless integration with popular CRM and marketing automation tools.
Integrations include Salesforce, HubSpot, Marketo, Google Analytics 360, Zoho CRM, Outreach, Pipedrive, and many other tools.
Pricing One-Liner: Pricing available on request
Free Trial One-Liner: Free trial available
Pros:
- Access to valuable purchasing intent data for targeted lead generation
- Export contact information directly into your chosen CRM
- User-friendly interface for a smooth user experience
Cons:
- High cost of entry even on the basic package
- Some features hidden behind an additional paywall
9. RocketReach - Best for building out contact list from scratch
Finding contact information can be a costly expense, but RocketReach is a more affordable option, making it a good choice for startups or sales teams without a significant budget.
Why I picked RocketReach: I chose RocketReach for its ability to simplify the process of building a comprehensive contact list. With access to a vast database of accurate contact information, RocketReach ensures that your outreach efforts are targeted and effective.
Standout Features and Integrations:
Standout features include its database of verified contact information and search and filtering options. RocketReach's API also allows for easy integration with your existing sales tools, streamlining your workflow.
Integrations include
Pricing One-Liner: From $39/month
Free Trial One-Liner: Free plan available
Pros:
- Database provides information lime phone number, email address, company name, net worth, and more
- Simple interface that provides information quickly
Cons:
- Some contact information may be outdated
- Usage limits may apply, depending on the chosen plan
10. Waalexy - Best for generating leads on LinkedIn
Waalexy is a LinkedIn automation tool designed to streamline and optimize your lead generation process on the professional networking platform.
Its ability to automate connection requests, messages, and follow-ups makes it my preferred choice for LinkedIn users.
Why I picked Waalexy: I selected Waalexy because it has a focus on generating leads on LinkedIn. Its user-friendly features and intuitive interface make it easy for businesses to find, connect, and engage with their ideal prospects on the platform.
Standout Features and Integrations:
Standout features include its LinkedIn-specific lead generation tools, automated connection requests and messaging capabilities, and advanced search filters. The platform also offers robust analytics and reporting features, providing valuable insights into your LinkedIn outreach performance and helping you fine-tune your strategies for optimal results.
Waalexy doesn’t natively integrate with any tools apart from LinkedIn. The software can be integrated with other tools using Zapier.
Pricing One-Liner: From $25/month
Free Trial One-Liner: Free plan available
Pros:
- Automated connection requests and messaging for efficient outreach
- Provides tips and tricks to maximize outreach efficiency
Cons:
- Although campaigns can run automatically, it does require your computer to stay on
- No native integrations
11. LandBot - Best for no-code chatbot
Here is a no-code chatbot builder that allows businesses to create interactive and engaging chatbot experiences on their websites.
Chatbots can be used to prompt users to sign up to an email list, providing a simple method of collecting leads.
Why I picked LandBot: I selected LandBot because chatbots are more or less expected on modern websites. The software makes chatbot creation and deployment simple by using a no-code approach. This makes it accessible to businesses of all sizes, even those without in-house technical resources.
Standout Features and Integrations:
Standout features include its easy-to-use chatbot builder, a wide range of customization options, and advanced targeting and segmentation capabilities.LandBot's chatbots should work across devices without issue, providing a consistent user experience.
Integrations include Hubspot, Airtable, Wordpress, Stripe, Mailchimp, Calendly, Shopify, Carrd, and DialogFlow.
Pricing One-Liner: From $39/month
Free Trial One-Liner: Free plan available
Pros:
- No technical knowledge required to get started with LandBot
- Templates can be used to speed up chatbot creation
Cons:
- Some integrations are locked behind higher tiers
- Restrictions placed on the number of chats the chatbot can do
12. CallPage - Best for connecting with website visitors via phone calls
CallPage connects website visitors with your sales team through immediate phone calls, leading to better communication.
The software gets my pick for its rapid response capabilities, which can get your sales people into selling mode with a hot lead in a matter of seconds.
Why I picked CallPage: I chose CallPageas it can facilitate real-time phone connections between businesses and their website visitors. By providing a way for visitors to request a callback, CallPage allows businesses to establish a personal connection and address their prospects' needs in a timely and efficient manner.
Standout Features and Integrations:
Standout features include its easy-to-implement callback widget, customizable callback forms, and advanced call routing and scheduling capabilities. CallPage's call recording functionality allows you to review and analyze your interactions, ensuring a continuous improvement process.
Integrations include Wordpress, Salesforce, Google Tag Manager, Shopify, Pipedrive, Slack, and Hubspot.
Pricing One-Liner: From $25/month
Free Trial One-Liner: 7-day free trial available
Pros:
- Real-time phone connections with website visitors in as little as 10 seconds
- Customizable callback forms and advanced call routing capabilities
Cons:
- Integrations are limited depending on which tier you are on
- Lead history disappears after 3 to 12 months
Other Lead Capture Software Options
I collected a few more platforms that may be worth considering below. They may not have been in my top 12, but these tools are still worth checking out.
- Pipedrive - Best for tracking conversion rate
- Onpipeline - Best for beginners
- Typeform - Best for non-technical users
- Engagebay - Best all-in-one CRM
- ShortStack - Best for interactive lead capture
- CrankWheel - Best for easy collaboration with customer
- WhatConverts - Best for marketing agencies
- Lead Scrape - Best for finding B2B leads
Selection Criteria for Lead Capture Software Choices
Creating the top 12 list came down to an in-depth analysis and comparison of numerous lead capture software solutions with favorable user reviews from trusted software review websites.
I found the strongest contenders that had glowing reviews and offered something unique. I drilled down on my selections using the criteria outlined below to assess and compare each platform. Leveraging my extensive sales background, I was able to discern the most valuable features.
Here's a summary of the key selection and evaluation criteria I utilized in developing my list of the best lead capture software for this article:
Core Functionality
When I started investigating these lead capture tools, I wanted to make sure they had unique and accessible approaches to capturing leads. With so many ways to connect with potential buyers, it was important to evaluate a range of software that could help businesses in the exact ways they need. Here’s what I was most interested in seeing:
- Focuses on capturing leads in one method really well rather than trying to do too much and overwhelming users.
- Demonstrates a strong track record of success, with positive user reviews and testimonials showcasing the software's ability to effectively capture and convert leads.
- Offers flexibility and adaptability, allowing businesses to tailor the lead capture process to their unique needs and requirements.
Key Features
- Access for sales and marketing: Both teams need access to the lead capture software to better streamline communication and collaboration. When both teams can access the same data and insights, it leads to better alignment of their strategies.
- Low learning curve: A lead capture tool with a low learning curve is easier for users to adopt and utilize quickly. This means that your team can start leveraging the software's features and benefits without spending excessive time on training.
- Scalability: As your business grows, so do your lead capture needs. I wanted to make sure I only choose software solutions that can scale with your business to accommodate increasing lead volume, additional team members, and more complex workflows.
- Automating routine tasks: Automation is a significant factor in maximizing the efficiency of your lead capture process. By automating routine tasks such as data entry, follow-ups, and lead nurturing, your team can focus on more strategic and high-value activities.
Usabillity
I wanted to make sure the tools I selected didn’t have significant learning curves. A user-friendly and easy-to-navigate software allows your team to quickly adopt the tool and make the most of its features without facing unnecessary obstacles or frustrations.
For the tools that were harder to use, I made sure they provided plenty of information and technical support to make sure users weren’t left stuck.
Pricing Structure
When I was evaluating the pricing structure of a lead capture tool, I considered factors such as the features included in each plan, the number of users allowed, and any potential limitations or restrictions.
A transparent pricing model with clear value propositions made it easier for me to determine the most whether the tool was value for money.
Integration Capabilities
I selected tools that natively integrated with popular software in the tech stack for sales and marketing teams. When a lead capture solution can seamlessly integrate with other popular CRM, email marketing, and sales tools, it allows for smooth data flow and collaboration across various platforms.
People Also Ask
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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
- Sales Leads Software
- Lead Mining Software
- Lead Retrieval Software
- Lead Intelligence Software
Which Lead Capture Software Makes Sense For You?
Choosing lead capture software is an important task for any business. In fact, you may find that you’re in need of multiple tools. For example, I'd expect most businesses could find a use for a form builder like Jotform or Typeform. And then those businesses who have a presence at trade shows will find Stova a perfect compliment to their tech stack.
It would be impossible to tell you exactly which tool or collection of tools would be right for your business. But with most of these tools offering a free version or free trial, there's a great opportunity to start capturing leads without spending a penny. Once you’ve found the tools that align best with your business, you can start to build your lead capture strategy and bring in more customers.
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