Best Sales Leads Software Shortlist
I’ll be providing detailed summaries of the top sales leads software tools that have made the shortlist.
- Pipedrive - Best for customization
- Zoho CRM - Best for automation
- Freshsales - Best for user-friendly features
- Insightly - Best for growing teams
- Agile CRM - Best for agile teams
- Copper - Best for Google Workspace users
- Nutshell - Best for simple workflows
- Close - Best for B2B
- Salesflare - Best for beginners
- EngageBay - Best for small businesses
- Creatio CRM - Best for enterprises
- Vtiger - Best for telephony
Finding the right new customers can sometimes feel like trying to find a needle in a haystack. However, there are software solutions available that can assist in streamlining the sales process and organizing efforts.
Sales lead software has the potential to enhance efficiency, helping sales teams prioritize their efforts and avoid dead-end leads. In 2023, there are a variety of sales lead software options available, which I've researched and identified the top contenders for.
What is Sales Leads Software?
Sales leads software helps businesses and sales teams keep track of potential customers or leads. This software comes with features such as lead capture forms, lead scoring, lead nurturing workflows, and analytics. It helps sales teams stay on top of their game, prioritize customers and follow up with them. The goal of sales leads software is to make sales processes smoother, more efficient, and to help businesses increase revenue.
Overview of the 12 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. Pipedrive - Best for customization
Why I picked Pipedrive
I chose Pipedrive for its customizable pipelines and stages that let businesses create a sales pipeline that's tailored to their needs. You can move deals around and organize them in a way that works for you.
Standout Features and Integrations
Features include contact and deal management features are also handy. They keep all your contacts and deals in one place, so your sales team can communicate and work together more efficiently. And with activity tracking, you can keep tabs on every call, email, and meeting related to a deal.
Lastly, I want to give a shoutout to Pipedrive's reporting and analytics features. They let businesses track their sales performance over time and make data-driven decisions about their sales strategies. The reports and analytics dashboards are customizable, so you can see exactly what you need to know.
Integrations include pre-built connectors like Gmail, Outlook, Google Workspace, Mailchimp, Slack, Asana, Marketo, HubSpot, QuickBooks, Xero, Gravity Forms, and more. You can also connect more services to a paid Zapier account to build additional integrations.
Pricing: From $14.90/user/month
Free Trial: 14 day free trial
Pros:
- Built-in email and phone integrations
- Customizable pipelines and stages
- Robust reporting and analytics
Cons:
- Lacks advanced features such as lead scoring and routing
- Limited customer support hours for lower-tier plans
2. Zoho CRM - Best for automation
Why I picked Zoho CRM
I handpicked Zoho CRM for this list due to its wide range of automation features that'll save your team time and energy by avoiding wasteful repetitive tasks. Zoho CRM’s workflow automation capabilities are also customizable, letting you tailor your sales processes.
Standout Features and Integrations
Features include customizable workflow and email automation that can be used to automate tasks such as lead assignment, lead scoring, follow-up activities, as well as email campaigns. Zoho CRM’s sales forecasting feature uses machine learning to predict future sales based on historical data, and its lead management features let you automatically prioritize leads based on their level of engagement.
Integrations include native and pre-built integrations such as Zoho Books, Zoho Campaigns, Zoho Desk, Zoho SalesIQ, Zoho Forms, Zoho Projects, Zoho Sign, Zoho Social, Zoho Analytics, and more. You can also connect other third-party services to Zoho Marketplace.
Pricing: From $19/user/month (billed annually)
Free Trial: Free trial available
Pros:
- Wide range of pre-built integrations
- Advanced security measures
- Mobile app
Cons:
- Limited customization for lead capture forms
- Limited storage space
3. Freshsales CRM - Best for user-friendly features
Why I picked Freshsales CRM
Freshsales CRM made my list thanks to its user-friendly features that allow for easy set up, implementation and ease-of-use for you and your team. Freshsale’s CRM’s simple and intuitive interface really stood out to me because it is easy to navigate, even for users who aren’t familiar with CRM software.
Standout Features and Integrations:
Features include a simple user interface equipped with a customizable dashboard, automated lead scoring, and built-in email and phone integration that allows sales reps to easily manage their leads, contacts, and deals with minimal training.
Freshsales CRM also comes equipped with advanced search and filtering features that can help your team manage large volumes of data, by enabling users to quickly find specific leads or contacts based on specific criteria.
Integrations include pre-built connectors like Gmail, Outlook, Exchange, Mailchimp, Slack, Zapier, Magento, Shopify, QuickBooks, Xero, Drift, and more. Freshsales CRM also supports a REST API.
Pricing: From $15/user/month (billed annually)
Free Trial: 21 day free trial
Pros:
- Intuitive and easy-to-use interface
- 24/7 customer support
- Mobile app
Cons:
- No built-in customer portal functionality
- Limited team collaboration and communication features
4. 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
5. 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
6. Copper - Best for Google Workspace users
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
7. Nutshell - Best for simple workflows
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
8. Close - Best for B2B
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. Salesflare - Best for beginners
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
10. EngageBay - Best for small businesses
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
11. Creatio CRM - Best for enterprises
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
12. Vtiger - Best for telephony
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
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:
- Zendesk - Best for AI features
- HubSpot Sales - Best for HubSpot users
- ActiveCampaign - Best for SMBs
- Carrd - Best cost-effective sales leads software
- Bitrix24 - Best for call analytics
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:
- Lead capturing: The ability to collect and store leads from various sources such as web forms, landing pages, social media, and email.
- Lead scoring: A method of ranking leads based on their level of interest and likelihood to convert into paying customers.
- 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.
- Contact management: The ability to organize and manage leads and customer information, including contact details, interactions, and history.
- Sales forecasting: The ability to analyze and predict future sales based on current data and trends.
- Reporting and analytics: The ability to generate reports and analyze data to measure the effectiveness of lead generation and conversion efforts.
- 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.
- Workflow automation: The ability to automate tasks and processes such as lead routing, follow-up reminders, and email campaigns to increase efficiency and productivity.
- 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.
- 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.
What is the best way to track sales leads?
What is the difference between lead generation and lead management?
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
- Lead Mining Software
- Lead Retrieval Software
- Lead Intelligence Software
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.