Best Lead Management Software for the USA in 2017

HubSpot

Top sales Lead tracking software in the USA

 This customer based lead management tool helps businesses keep an eye on each and every lead and tracks its status. This online lead management system helps sales team reduce the time and efforts in filtering out the best leads. It allows the user to get started for and then upgrade as required.

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Velocify

Best Lead Tracking System for small businesses

Velocify is a sale lead tracking software, designed with SaaS based payment method. It is a web based lead management software which provides customization and mobile support. This tool is specially designed for Start-Ups, SMEs and Agencies. 

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Salesforce

Best sales lead management software by SalesForce

This is the best sales lead software for Start-ups, SMEs, Agencies and Enterprises. It has web-based deployment and SaaS payment method. This system provides API, customization, mobile support and mobile application.

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

A simple web based lead tracking software for small businesses

It is a sales lead management tool which provides gamification, analytics and territory management for sales. It provides automation, strong communication and CRM on the go. It also offers Google apps integration, Zoho marketplace integration and Zoho apps integration. It provides free usage for up to 10 users.

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

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Bitrix24

Top online free lead management software for small and medium businesses

It is top sales lead software which provides features like marketing, API, Management, Report, Support and much more. It provides SaaS based payment methods. It provides mobile support and customization. The software has special features like social intranet, activity stream, like button, photo gallery and much more.

import_contacts
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Marketo

Complete marketing software for small to large businesses

It is a lead generation and management software which provides marketing solutions to the businesses. It provides customer lead management, email marketing, internet marketing and much more. It has been designed specifically to assist the sales team and drive sales.

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

openleads

A simple yet powerful sales lead management tool with free trial

This online lead management software provides you with a one-month free trial. It is very flexible software as it can be used by small to large businesses. It provides systematic arrangement and maintenance of your sales lead. This leads to increased efficiency of the sales team.

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

bpm'online CRM

One of the best sales CRM software in the market

A tool specially designed for CRM, sales, and lead management. The best part about this software is that it can be customized for almost every type of business be it large or small. This software provides almost end to end service for the process of sales. It starts to form the point of lead generation and ends at the point of sales. It also provides a 14-day free trial

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

LeadSquared - Marketing Automation

A Web Based powerful marketing and lead tracking solutions

This simple lead management system provides analytics, management, marketing and similar other features. It has SaaS based payment system and it is accompanied by mobile support and app. This software can also perform the activity of CRM and Marketing. The software company provides a 15 day free trial to new users and then gives an option to update it later.

import_contacts
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Dquip's CRM

A cloud based CRM with lead management system

This sales lead tracking software provides the user with integration, reporting, scoring, forecasting etc. provides customization along with mobile support. This software is designed mainly for Start-ups, SMEs, Agencies and Enterprises. The software provides customization for 17 different industries. 

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Insightly CRM

Top free lead management software designed for small businesses

This web based lead management tool provides better organization and efficiency for the business. It provides key integrations, multiple accesses to different platforms yet it is simple and easy to use. It can be customized and provides SaaS based payment method. It has 5 different pricings.

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

SalesMantra CRM

Software specifically designed for Customer lead management

It is an online sales lead tracking and generating tool, with API and customization. It provides SaaS based payment system and mobile application. This product has been designed especially for start-ups and agencies. The software also provides ‘after sales support’ and ‘customer relations’ features.

import_contacts
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

PipelineDeals

One of the best online sales lead management tool

This tool manages your entire process from the first contact till the closure of the deal. It provides with insights about your leads by providing you the source of lead generation. The software performs the activity of CRM also. This product has three different plans.

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Follow Up Boss

Top online lead management software to collect all your leads in one place

This real estate lead management tool handles the complete sales process of the company. The system comprises of emailing, texting, calling, mobile apps, integration and IDX integration. This software provides a 14-day free trial and has five different plans.

Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Teamgate CRM

Inbound sales tool for service businesses

Teamgate is an Inbound Sales leads app that offers you all lead generation and sales management functions. In addition, Teamgate provides a powerful insights, implemented SmartDialer and wide API connection range.

import_contacts
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Page Last Updated On 20/11/2017 04:59



What is Lead Management?

Lead Management is the method using which one can expand their business. Using lead management one can find probable prospects or leads interested in the company products or services. It helps connect the seller with the right audience. It involves customer relationship management and sales management processes.

What is Lead Management Software?

The lead management software is an essential part of any organization. Be it small or large business, as it helps to find the people interested in your services. Since customer relationship management and sales management are relevant to lead management, having effective lead management software improves the whole process of lead generation, and thus streamline the sales.

Must-have Features in a Lead Management Software

  • A top lead tracking software should be organized in a way that the team working on it, is not distracted and confused. As the lead management forms the beginning of the sales cycle, the software should provide as much scope as possible to organize leads, create strategies act on lead generation marketing strategies. Basically, it should be sales centric lead management system.
  •  The software should be designed with filters ranging from users, products, sources, zones, contacts or the combination of any of these features.
  • The filtered information based on various features should be made available to the customer relationship management and sales management as this plays an important role in streamlining the process of a sales cycle in an organization.

Advantages of having a Lead Organization Software

  • It helps to find out the potential leads which are the start of a sales cycle.
  • The software takes care of the follow-up process of publishing E-mails, recorded calls and sales notes to the members of the contact list which gives ample scope for the team to work on other things. It keeps tracking each and every lead related communication.
  • The software has all the details related to the contacts, company information and the communication details which make it easy to revive the leads that have lost interest or to start a new process of creating a potential customer.
  • The activities of each member of the team are recorded as the number of leads that have been contacted, the means of contact, and the meetings held etc.
  • The software helps the team in knowing when the contacts have opened the E-mails sent by the team and the documents opened. This information can be for follow-up E-mails, calls or personal meetings to convert the lead into a potential customer.
  • The lead management software helps in importing the leads through various methods such as new lead entry form, excel spreadsheet or through a web post.
  •  The software helps in assigning pre-defined statuses such as 'left message', 'contacted through phone call' etc. which lets the lead managers know the status of the lead and the steps that should be taken by them further.
  • The documents related to the product or service can be generated and delivered to the customer or the team through E-mail etc. along with electronic signature which authenticates the document.
  • The most liked E-mails can be transformed into E-mail templates which can be used by the team to contact the leads.
  • The generation of reports related to the sales, leads and the performance of the team is very much useful in the evaluation of the team and the steps to be taken to improve the situations and the business as well.
  • A good lead management tool can help invest the amount in marketing strategically, especially for the small businesses and business with a limited budget. Instead of just investing without the plan, a plan can be followed based on demographics to find out the leads which can improve the marketing and sales as well.
  • The software can help the sales team develop strategies based on the interests, hobbies etc. of the people in a particular demography and the way the leads should be approached to sell the products or services.
  • Economic feasibility is another feature which the lead tracking software provides to the small as well as medium businesses. By using the software, the business can have lesser number of employees in marketing team when compared to the ones not using the software. The reason being, by following a planned marketing strategy, the enterprise need not disperse the marketing team and they can be carefully managed according to demography, people's interests, hobbies etc.
  • Some software went a step further and allowed the lead management team to interact with leads on social media accounts such as Facebook, twitter etc.
  •  The cloud storage facility which is provided by the online lead management tools is a major benefit. It takes off the burden of storing and maintaining the complete data. It makes the process of database management very effective and hassle free.  

Disadvantages of a Lead Management Software

  • Necessarily all lead management systems may not have all the features needed for a perfect lead management. This makes the lead management team put a lot of effort and the pipeline of customer relationship management and sales management slow down.
  •  Sometimes it may not be compatible with the customer relationship management software and the sales management software if all three are from various brands then this may create a problem.
  •  In some of this software, the user interface may be too complex which makes it difficult to use for the team members who are not technically skilled.
  •   In some cases, considering the leads as an important source, the businesses may allocate a huge amount of resource and drastically reduce the allocation for other important teams such as customer relationship management and sales management which may affect the business.

Points to keep in mind while purchasing a Lead Management Software

  • The enterprise looking for purchasing a lead management system should check the features such as ease of use and the user interface. If the software is too complex in nature or the interface too difficult to use, then the team may find it tough to use and may take a long time to get efficient with the software.
  • The efficiency of the features such as report generation should be checked well if it takes a long time to perform simple functions, then a lot of time gets wasted.
  • The integration with other software such as the customer relationship management software and sales management software in the pipeline should be good. If the integration is not good, then the passage and usage of data by the teams in the pipeline become very tough which reduces the performance of the business.
  • The businesses should invest some time to find out which features are a priority for their enterprise and should go for that software. The economic feasibility should also be considered before buying the software. Even though some lead management systems may be extremely good, if the business is a small one or a startup, they should not go for a costly lead management software and should opt for a software which best suit their requirements and budget.
  •  A customer buying software for leads management should be aware that the intuitive nature of the team interacting with leads plays an important role along with buying a good system. The way the leads respond to calls, E-mails, the tone of their response, the interest they show all matter and the members of the team should be able to grasp these and take further actions such as following up instead of just following up all the leads which can be a drain on energy.
  • Customer relationship management software or the sales management software cannot substitute nor do the work of lead management software. This is the point which is to be considered and it is always better to choose an effective lead management system for the overall growth of the business.

Specific Usage of Lead Follow Up Software: - 

Why is lead management system inevitable for Salespeople?

The most important task of a salesperson is to convert the leads into customers. To perform this task effectively they would require a proper sales lead tracking system. Good lead tracking solution would provide the sales team with important features which are required for sales. This software can provide the team with data like contact details, customer preferences and sometimes even business card. This is basically nothing, but sales lead management. Thus, it makes it almost impossible for a business to provide Salesforce customization without using top quality sales lead tracking software. Though in some instances there are companies which use a CRM with lead tracking and management feature to adhere to the needs of the sales team.

Lead management software for Real Estate

Any product based industry is simply based on three pillars. They are ‘Lead Generation’, ‘Lead Management’ and ‘Lead conversion’. Lead management system process in real estate is no different. So this makes it important for Real Estate companies to pick the right lead management software system. The second stage becomes very important in this industry. This is because the user would get ample of options in this industry. So it eventually comes down which company has the best follow-up and communications process. This makes it very important for companies in this industry to use the best lead follow up software. A proper lead follow up software would organize the complete process of lead management. This means that it would assist in all the work which happens from lead acquisition to lead conversion. Simple lead tracking software like FollowupBoss and Lead Master are specifically designed for the real estate industry. They also provide free lead management software trials. 

Why do Doctors using lead Management Software

Yes, It may sound a bit wired, that “why do doctors need a lead management software?” You must have the idea that generally only marketing strategy for doctors would be mouth publicity. But as weird it may sound the doctors are actually using lead tracking software to generate sales and improve their business reach. Generally, the specialized doctors use this software. There is software like Practicesuite which are developed as doctor’s lead tracking software.

Lead management software for the Insurance Industry

The insurance industry is one of the oldest users of lead tracking software. In the insurance industry, there are lead management software systems like Velocify and VanillaSoft which are specially designed for the industry. According to the set standards of the insurance industry, a lead is systematically processed from the stage of acquisition to conversion. These lead organization software are developed in such a way that they automize the complete management process for this stage. This actually allows the whole sales team to work on the important task of converting the potential customer to customers and also retaining the customers.

Lead management software for Small Businesses, A Necessity!

There are two crucial factors which drive the small business. One of them is regular cash inflow and another one is strategizing. Now using a lead management system can help the sales team get as much information as possible, about the potential client. This will provide them with a higher probability of converting the leads into sales. The second important factor is to strategize for the business. This aspect is can well handled by the lead organization software, as it can provide the analytics of their potential customers. If the company know their customer very well then they can plan accordingly.