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With so many different sales leads software available, figuring out which is right for you is tough. You know you want to capture, track, and engage with leads more efficiently, 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 sales leads tools with various teams and accounts, with my picks of the best sales leads software.

What is Sales Leads Software?

Sales leads software is a tool used by businesses to manage and nurture potential customers, known as leads. It automates the process of capturing lead information from various sources, tracks interactions, and organizes this data for effective follow-up. The software includes features for lead tracking, segmentation, scoring, and integrated communication, essential for managing the sales process.

The benefits of sales leads software include improved organization and prioritization of potential customers, leading to more effective sales strategies and higher conversion rates. It streamlines the process of lead management, saving time and resources while ensuring no potential customer is overlooked. By providing insights into lead behavior and preferences, the software aids in tailoring marketing and sales approaches, enhancing the efficiency of the sales funnel and ultimately boosting revenue generation.

Overview Of The 10 Best Sales Leads Software

Below, you’ll find an evaluation of some great sales leads software that can help sales reps achieve their targets by offering essential features such as customization and usability. I’ve summarized the main selling points of each tool and provided an assessment of their pros and cons, complete with supporting screenshots of their user interface.

1

monday sales CRM

Best for customizable automations for your sales pipeline

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
10470 reviews

14-day free trial

From $18/user/month (annually, 3 user min.)

Monday Sales CRM is a versatile tool designed to streamline sales processes. It's user-friendly, adaptable to various business needs, and integrates smoothly with multiple platforms. This CRM aids in managing leads, tracking sales progress, and analyzing performance, making it a valuable asset for teams aiming to boost efficiency and drive sales growth.

Why I Picked monday sales CRM: Monday Sales CRM excels in organizing and tracking sales leads efficiently. Its strength lies in its customizable interface, allowing users to tailor the system to their specific sales processes. The software simplifies lead management, from initial capture to conversion, ensuring no opportunity is missed. It integrates seamlessly with various tools, providing a centralized platform for all sales activities. The intuitive design and clear visualization of data make it easy for teams to monitor progress and identify areas needing attention, enhancing overall sales effectiveness.

monday sales CRM Standout Features & Integrations

Features include highly visual and customizable board views. Unlike many traditional CRMs that rely on standard list views, Monday allows users to visualize their sales pipeline and processes in various formats such as Kanban boards, timelines, and calendars. This visual approach makes it easier to understand workflows and track progress at a glance, catering to users who prefer a more graphical interface.

A unique feature of Monday Sales CRM is its use of 'automation recipes' – pre-set or custom automation rules that users can apply to their sales processes. These recipes automate routine tasks like lead follow-ups, status updates, and notifications, reducing manual effort and increasing efficiency. 

Integrations include Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier. 

Pros:

High customizability & automation-friendly

Robust integration capabilities

Advanced reporting and analytics

Cons:

Limited native email marketing features

Slight learning curve

2

Salesflare

Best for beginners

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
196 reviews

14 days free trial

From $29/user/month (billed annually)

Why I picked Salesflare

I chose Salesflare because of its affordable pricing, easy contact and sales pipeline management, and easy-to-use interface that make it a top choice for beginners.

Standout Features and Integrations

Features include a user-friendly interface that's easy to navigate, making it a great choice for beginners who may not be familiar with CRM software. The software also lets users easily manage and organize contacts, including tracking interactions and notes.

Salesflare automatically captures and organizes customer data, saving time and effort for busy sales teams. It also pulls data from social media profiles, providing valuable insights into customer behavior and preferences.

Integrations include pre-built connectors like Google Workspace, Mailchimp, Slack, Crunchbase, Trello, HubSpot, QuickBooks, Xero, Zapier, Intercom, AngelList, Facebook and more. Salesflare offers a RESTful API.

Pricing: From $29/user/month (billed annually)

Free Trial: Free trial and free demo available

Pros:

Intuitive and easy-to-use interface

Strong contact management capabilities

AI-powered lead scoring and intelligent notifications

Cons:

No offline access available

No phone support available

3

EngageBay

Best for small businesses

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
132 reviews

Free plan available

From $14.99/month (750 contacts)

Why I picked EngageBay

I picked EngageBay because it is an all-in-one platform that's user-friendly and cost-effective, so that your small team won’t be breaking the bank.

Standout Features and Integrations

Features include customizable automation workflows and customer service automation that can help your team save time. EngageBay also offers comprehensive email marketing features, that allow small businesses to create and send professional-looking emails to prospects.

Additionally, EngageBay’s lead scoring system helps small businesses prioritize leads based on their level of engagement.

Integrations include pre-built connectors like Gmail, Outlook, WordPress, Mailchimp, Shopify, Twilio, Stripe, QuickBooks, Xero, EngageBay Marketing, EngageBay Sales, and more. Engagebay offers a REST API.

Pricing: From $12.74/user/month (billed biennially)

Free Trial: Freemium version available

Pros:

Customizable templates

Robust reporting and analytics

Multichannel marketing

Cons:

Limited team collaboration

Limited API documentation

4

CRM Creatio

Best for enterprises

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.6
258 reviews

14-day free trial

From $30/user/month

Why I picked Creatio CRM

Creatio CRM made the list because it’s a comprehensive, all-in-one CRM solution that provides a wide range of features and functionalities designed to meet the complex needs of large organizations.

Standout Features and Integrations

Features include advanced sales and marketing automations that help enterprises with lead generation, nurturing, and sales processes. With Creatio CRM, enterprises can easily manage and access all customer information in one place, providing a complete and unified view of their customers.

Additionally, the platform is highly scalable and equipped to support high volumes of data with the help of automation tools and integration options.

Integrations include pre-built connectors like Microsoft Office 365, Zoom, Google Services, Mailchimp, Jira, Trello, Twilio, HubSpot, QuickBooks, Xero, and more. Creatio CRM offers a REST API.

Pricing: From $30/user/month

Free Trial: Free trial and free demo available

Pros:

Powerful workflow automation and process management

Strong customer service tools

Robust security features

Cons:

Steep learning curve

Limited social media integrations

5

Copper

Best for Google Workspace users

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.5
870 reviews

14-day free trial

From $29/user/month

Why I picked Copper

I selected Copper due to its seamless integration with Google Workspace, allowing users to access and manage their sales leads and pipeline directly within Gmail, Google Drive, Google Calendar, and other Google Workspace apps.

Standout Features and Integrations

Features include seamless integration with Google Workspace tools and platforms, that let you leverage Google Workspace features such as Google Sheets so that you can easily import and export data. Google Meet is another tool that Copper works well with, which can be very useful for video conferencing with prospective clients.

Integrations include pre-built and native connectors like Google Workspace, Mailchimp, Slack, Microsoft Office 265, Trello, LinkedIn, QuickBooks, Xero, Zapier, and more. Copper also supports a RESTful API.

Pricing: From $23/user/month (billed annually)

Free Trial: 14 day free trial

Pros:

Native integration with Google Workspace

Built-in sales reporting and analytics

Good value for money

Cons:

Limited customization options for email templates

Limited access controls and permissions

6

Vtiger

Best for telephony

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.3
411 reviews

15-day free trial

From $30/user/month (billed annually)

Why I picked Vtiger

I chose Vtiger because of its powerful integration with telephony systems, which allows sales teams to manage customer interactions more efficiently.

Standout Features and Integrations

Features include advanced telephony tools such as call routing, click-to-call, call logging, and automatic call recording. Vtiger also provides real-time insights into call metrics, allowing sales teams to analyze and optimize their telephony workflows.

Integrations include pre-built connectors like Gmail, Outlook, Google Drive, Mailchimp, Slack, Shopify, Twilio, QuickBooks, Xero, Zapier, and more. Vtiger supports both SOAP and REST APIs.

Pricing: From $30/user/month (billed annually)

Free Trial: 15 day free trial

Pros:

Advanced reporting and analytics

Strong customer management features

Mobile app

Cons:

Limited third-party integrations

Telephony integrations are only available in higher-tier pricing plans

7

Insightly

Best for growing teams

Why I picked Insightly

I decided to go with Insightly for this list because of its flexible pricing plans, comprehensive collaboration tools, and large number of pre-built integrations that can help your team scale to accommodate higher volumes of sales.

Standout Features and Integrations

Features include collaboration tools that allow team members to share notes, tasks, and files, ensuring that everyone is on the same page and has access to the information they need to be successful. Insightly also lets you customize the platform to meet your unique needs, including custom fields, workflows, and pipelines.

Insightly’s customer support is extensive and equipped with video tutorials that are great for growing teams who need extra support as they scale.

Integrations both pre-built and native include Gmail, Outlook, Mailchimp, Slack, Zapier, Shopify, WooCommerce, QuickBooks, Xero, Salesforce, and more. Insightly also supports a RESTful API.

Pricing: From $29/user/month (billed annually)

Free Trial: 14 day free trial

Pros:

Highly scalable

Comprehensive customer support

Powerful sales pipeline management features

Cons:

Limited social media integration

Limited user permissions

8

Close

Best for B2B

14-day free trial

From $119/3 users/month

Why I picked Close

I went with Close because of its focus on longer sales cycles, higher ticket sizes, and more complex buying decisions that make it well-suited for B2B companies.

Standout Features and Integrations:

Features include tools that are specifically designed for B2B sales processes, such as automatic call tracking, SMS texting, and sales reporting. Additionally, Close.io allows B2B sales teams to manage their leads easily by creating customized pipelines, setting reminders, and tracking communication history.

Close also provides several sales automation features, such as lead scoring and prioritization, that help sales reps focus on high-quality leads and close deals more efficiently. The robust reporting feature in Close.io gives B2B companies insights into their sales performance, including conversion rates, lead sources, and revenue forecasts.

Integrations include native and pre-built connectors like Zendesk, Google Sheets, Mailchimp, Zapier, Salesforce, Intercom, HubSpot, QuickBooks, Slack, Pipedrive, and more. Close also supports a RESTful API.

Pricing: From $99/user/month (billed annually)

Free Trial: 14 day free trial

Pros:

Efficient sales workflow

Powerful search and filtering

Integrated communication channels

Cons:

No free plan

No social media integration

9

Agile CRM

Best for agile teams

Why I picked Agile CRM

I picked Agile CRM because it’s a highly flexible and versatile CRM platform that's well-suited for agile teams. The platform is designed to support the Agile methodology, which is a flexible and iterative approach to software development. It's highly adaptable and can be easily customized to meet your needs.

Standout Features and Integrations

Features include agile methodology support and a mobile app that's specifically tailored to support agile teams. Collaboration and automation tools help your team save time with communication, lead capture, lead nurturing, and creating follow-up tasks.

Agile CRM also lets you customize the platform to match your team’s unique workflows and business processes.

Integrations include pre-built and native connectors like Gmail, Outlook, Google Drive, Mailchimp, Slack, Twilio, Twitter, LinkedIn, QuickBooks, Xero, Salesforce, and more. Agile CRM also supports a RESTful API.

Pricing: From $8.99/user/month

Free Trial: Free for 10 users

Pros:

Affordable pricing

Strong lead management features

Mobile app

Cons:

Limited email marketing features

Limited API documentation

10

Nutshell

Best for simple workflows

14-day free trial

From $19/user/month

Why I picked Nutshell

I picked Nutshell because it is designed to be an easy-to-use and intuitive CRM that simplifies sales processes. It provides users with streamlined workflows, customizable sales pipelines, and other tools that help to automate repetitive tasks and improve productivity.

Standout Features and Integrations

Features include an intuitive interface that's easy to navigate, making it simple for non-technical users to get up and running quickly. Nutshell also automates many of the repetitive tasks that sales reps would normally need to do manually, such as sending follow-up emails or scheduling appointments.

Nutshell allows users to customize their sales pipelines to match their specific sales process, making it easy to track deals and ensure that nothing falls through the cracks.

Integrations include pre-built connectors like Google Workspace, Mailchimp, Zendesk, Wufoo, Stripe, Intercom, QuickBooks, Constant Contact, Zapier, PandaDoc, HelloSign, and more. Nutshell also supports a REST API.

Pricing: From $16/user/month (billed annually)

Free Trial: 14 day free trial

Pros:

Powerful tool search function

Mobile app

Built-in email marketing features

Cons:

Advanced reporting features require additional configuration and setup

No built-in e-commerce functionality

Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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Other Options

Here are a few more worthwhile options that didn’t make the best sales leads software list, but that are still useful tools:

  1. Freshsales

    Best for user-friendly features

  2. Zoho CRM

    Best for automation

  3. Pipedrive

    Best for customization

  4. ActiveCampaign

    Best for SMBs

  5. Bitrix24

    Best for call analytics

  6. HubSpot Sales Hub

    Best for HubSpot users

  7. Carrd

    Best cost-effective sales leads software

  8. Zendesk

    Best for AI features

Selection Criteria for the Best Sales Leads Software

After scouring various platforms and analyzing their features and benefits, along with reading feedback from users and experts in the industry, I evaluated dozens of sales leads tools. I was really looking for those with the best usability and customization options, which I’ll go into more detail about below.

Core Functionality

When looking for the best sales leads software for 2023, I wanted to make sure it would be able to gather information on potential customers, such as their contact details and behavior patterns, and organizing this data in a way that makes it easy for sales teams to engage with and convert these leads into customers.

I also needed the software I chose to be UX-friendly, and have reliable lead scoring, and automated workflows.

Key Features

Here are some key features that are integral for sales leads software:

  1. Lead capturing: The ability to collect and store leads from various sources such as web forms, landing pages, social media, and email.
  2. Lead scoring: A method of ranking leads based on their level of interest and likelihood to convert into paying customers.
  3. Lead nurturing: A series of automated or personalized actions taken to engage and build relationships with leads, with the aim of converting them into customers.
  4. Contact management: The ability to organize and manage leads and customer information, including contact details, interactions, and history.
  5. Sales forecasting: The ability to analyze and predict future sales based on current data and trends.
  6. Reporting and analytics: The ability to generate reports and analyze data to measure the effectiveness of lead generation and conversion efforts.
  7. Integrations: The ability to integrate with other software systems and tools, such as customer relationship management (CRM) software, marketing automation software, and email marketing tools.
  8. Workflow automation: The ability to automate tasks and processes such as lead routing, follow-up reminders, and email campaigns to increase efficiency and productivity.
  9. Collaboration: The ability to collaborate with team members and stakeholders, such as sales managers, marketing teams, and customer service representatives, to streamline communication and workflows.
  10. Mobile accessibility: The ability to access the software and its features on mobile devices, allowing sales teams to work on the go

Usability

To narrow down my choices, I had to assess the usability of the sales lead solution. This involved evaluating whether the user interface was intuitive, if the software could support various integration options, and if it had a powerful workflow automation engine, real-time monitoring, and alerting capabilities, as well as comprehensive support and documentation. I evaluated usability by testing software demos and reading user reviews

Value For Price

To ensure you maximize value for your investment, I have chosen software that offers an extensive range of features at a reasonable cost. It's worth noting that pricing can vary depending on the scale of your business. For instance, a small business might expect to pay around $13 per month for basic features, while an enterprise-level business could invest around $30 for more comprehensive and robust features. I also recommend taking advantage of free trials or demos offered by many software providers to evaluate whether the software meets your specific business requirements.

Automations

When selecting sales leads solutions for this list, it was necessary for me to consider what automation features were available, such as reporting and analytics, data entry, lead nurturing, lead scoring, and automated email campaigns. I searched for software that offers as many automatable features as possible so that your team can save time and avoid doing too many repetitive tasks.

People Also Ask

Below are responses to frequently asked questions regarding topics related to sales leads software.

Other Lead Software Reviews

Here are some other software reviews for you to consider if you are looking for other lead management tools.

Did you find what you were looking for?

It should hopefully be more clear how investing in sales leads software can result in significant improvements for businesses seeking to streamline their operations, and gain a competitive advantage in their respective markets.

However, with numerous sales leads software options available, it can be overwhelming to choose the best solution that meets your unique business needs. If you're seeking to stay current with the latest industry news and trends, consider subscribing to the RevOps newsletter. You'll get access to content that features the most recent insights from leading sales experts.

By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.