Best Lead Tracking and Lead Management Software Rated!
Understand your options regarding the best lead management solutions for remote selling.
Managing and tracking leads accurately is essential for an organised sales organisation.
With an effective lead management solution, you can be sure that your sales team will know where all your deals sit in the sales pipeline and the next steps for each lead.
With so many options now available for finding the best lead management software for your business, it can be hard to establish the best solution for your business at a price point that suits you.
In this guide, I will outline some of the best lead-tracking solutions and list some of the best features to look out for. To establish the best lead-tracking software for your business, consider the following:
• User Interface & Ease of Use: The user interface should be streamlined, easy to use and user-friendly.
• Reporting & Analytics: Lead management software should provide you with accurate reporting and analytics about your leads, allowing you to track performance and make more informed decisions.
• Price & Affordability: Many options are available, from free trial versions to more expensive enterprise-level solutions. You should consider how much you will spend to get your needed features and functionality.
• Customisation: Your lead-tracking software should be customisable to your specific business needs, allowing you to tailor the solution to your processes.
• Automation: A good lead-tracking solution should offer you automated features such as reminders, notifications and sales forecasts.
• Integration: The best lead-tracking solutions will allow for easy integration with other systems such as CRM software and analytics tools.
By using all the criteria above, you should be able to establish the best lead-tracking software for your business and get the most out of your remote selling activities.
Specific Lead Management Software Features
With more general features above out of the way, consider some of these more specific features that would be desirable for your business to ensure an efficient sales process.
- Sales pipeline visualization: A way to easily visualise leads in the sales pipeline, making it easy for you and your team to track progress.
- Automated email sequences: An automated way of setting up email sequences to follow-up with leads and keep them interested.
- Scheduling & reminders: Automatically schedule reminders for tasks and activities that need to be completed.
- Lead scoring & tagging: To help you create better opportunities, a lead-scoring system for lead management software can be used to help you quickly identify leads with the highest chance of a conversion.
- Lead segmentation: To ensure that your sales team is targeting the right leads and working on the most promising prospects, lead segmentation should be used.
- Sales lead enrichment: Get more information on your leads with lead enrichment tools, such as searching for contact data and company profiles.
- Sales forecasting: With sales forecasting, you can easily track and predict sales performance and future activity and revenue.
- Email templates: Predesigned email templates for outreach and follow-up activities can be created to save time.
- Lead management won and lost analytics: To get insights into why some deals won, and others were lost, lead management analytics can be used.
By choosing a lead tracking software with these desirable features, your sales team can get the most out of their remote selling activities, ensuring that no leads are lost and that every deal has the highest conversion potential.
With all the features listed above, you can now make an informed decision when selecting lead management software for your business.
The Best Lead Management Software for your Business
The above features provide a good outline of what to look for in a lead management system and can go a long way to providing an efficient pipeline management process for lead tracking.
Whilst you probably won’t get all the lead tracking features on your wish list, some software solutions stand out from the rest. In this post, I will reference G2 when providing recommendations and will provide a breakdown scoring for features such as:
- Ease of Use
- Ease of Setup
- Meets Requirements
- Quality of Support
- Ease of Doing Business With
- Ease of Admin
Here are a few of the most popular lead management systems that you should consider for your business.
Top Lead Tracking Software According to G2
Don’t have any patience and want to get down to business? Here is a brief overview of the best lead-tracking solutions as per the G2 website. For a more detailed analysis, check out more below!
- Salesflare: 9.8/10
- HubSpot CRM & Sales Hub: 8.3/10
- Pipeliner CRM: 7.2/10
- Freshworks CRM: 7.0/10
- Pipedrive: 6.3/10
- Salesforce: 6.1/10
- Zoho CRM: 5.9/10
Highest Rated Lead Management Software: Salesflare
Salesflare is a fantastic solution for those looking for lead management software in an effort for track leads through the sales pipeline.
Salesflare has a host of automation as part of their lead management tools to which makes tracking leads easier and more streamlined than ever.
The Salesflare lead management solution has been used by many SME businesses that have seen a dramatic improvement in their lead-tracking process by using this solution since the company’s inception in 2014. Hence the reason this product ranks so highly for lead management tracking software.
The platform integrates into popular email management solutions such as Gmail and Outlook, making it easy for sales reps to actively track and manage their email communication within the one lead management solution. Salesflare also provides other email management features such as email sequences, templates and web tracking.
Salesflare also has a host of lead generation tools to enable to track leads efficiently as part of your sales process.
Salesflare Features
- Visualize your leads in multiple drag-and-drop pipelines
- Send automated email sequences until leads reply
- Automatically enrich leads from both publicly available info and email signatures
- Track the source (and lost reason) of your leads and analyze it
- Get reminded to follow-up automatically when leads go inactive
- Track leads with integrated email & website tracking
- Get a live overview of what your leads are doing in an in-app notification center
- Digitize business leads with a built-in business card scanner
- Use email templates within your Gmail inbox to manage leads more productively
- Manage your leads fully from your inbox with a handy email sidebar
Salesflare G2 Rating
- Ease of Use: 9.5
- Ease of Setup: 9.5
- Meets Requirements: 9.3
- Quality of Support: 9.7
- Ease of Doing Business With: 9.9
- Ease of Admin: 9.5
You can check out Salesflare with a trial for free by clicking on the link button below.
2nd Highest Rated: Hubspot CRM
Hubspot is considered a household name across sales and marketing departments worldwide for lead management tools.
The Hubspot platform caters for all types of businesses, providing an intuitive CRM and lead management software solution.
This tool helps you track leads while they progress through the sales pipeline, with features such as automated email follow-ups, marketing automation, contact and opportunity tracking. It also provides a great reporting system that enables users to understand potential issues when it comes to pipeline management.
Hubspot also provides lead generation tools, including creating forms, ads and emails as part of their CRM package.
Hubspot Features
- Visualize your leads in multiple drag-and-drop pipelines
- Send automated email sequences until leads reply
- Automatically enrich leads from both publicly available info and email signatures
- Track the source (and lost reason) of your leads and analyze it
- Track leads with integrated email & website tracking
- Digitize business leads with a built-in business card scanner
- Use email templates within your Gmail inbox to manage leads more productively
- Manage your leads fully from your inbox with a handy email sidebar
Hubspot G2 Rating
- Ease of Use: 8.6
- Ease of Setup: 8.7
- Meets Requirements: 7.9
- Quality of Support: 9.1
- Ease of Doing Business With: 9.2
- Ease of Admin: 8.6
You can check out Hubspot with a trial for free by clicking on the link button below.
3rd Highest Rated: Pipeliner CRM
Pipeliner CRM is the perfect solution for companies looking for a comprehensive and robust lead management tool.
The software provides users with powerful functions such as automated lead distribution, lead tracking, sales process automation, and marketing automation. It also has an advanced analytics dashboard that enables companies to track key performance indicators (KPIs) in order to measure and fine-tune sales performance.
Pipeliner CRM also offers great lead generation capabilities to help you quickly generate more leads, with features like web forms, social media integration, email campaigns, and a built in contact database.
Pipeliner CRM might be a little dated now for a lead management solution, and sales teams might not find it very user-friendly.
As a CRM software for managing your leads, this solution might be more suited to the medium enterprise market due to the higher cost associated with it.
Pipeliner CRM Features
- Visualize your leads in multiple drag-and-drop pipelines
- Track the source (and lost reason) of your leads and analyze it
- Get a live overview of what your leads are doing in an in-app notification center
- Digitize business leads with a built-in business card scanner
- Manage your leads fully from your inbox with a handy email sidebar
Pipeliner CRM G2 Rating
Ease of Use: 8.1
Ease of Setup: 8.3
Meets Requirements: 8.6
Quality of Support: 9.0
Ease of Doing Business With: 8.8
Ease of Admin 9.3
4th Highest Rated: Freshworks CRM
Freshworks CRM is another good contender for lead capture and managing your sales leads.
This company was first founded in 2010 to provide a more cost effective solution as a sales CRM.
Freshworks CRM has many sales and customer relationship management features, including an AI-driven sales assistant, integrated email tracking, automated emails & notifications, lead scoring & segmentation, and more.
This tool also helps users keep their leads organized with custom fields and tags to track the progress of each lead in its pipeline. It also provides several useful reporting tools that can help you see your team’s performance and gain valuable insights.
Freshworks CRM also has an easy-to-use user interface, making it easier to understand and use the software. You can also integrate with other tools such as Gmail, Slack, Zapier, Google Analytics and more.
Freshworks CRM Features
- Visualize your leads in multiple drag-and-drop pipelines
- Send automated email sequences until leads reply
- Track the source (and lost reason) of your leads and analyze it
- Get a live overview of what your leads are doing in an in-app notification center
- Manage your leads fully from your inbox with a handy email sidebar
Freshworks CRM G2 Rating
Ease of Use: 8.4
Ease of Setup: 8.5
Meets Requirements: 9.0
Quality of Support: 8.7
Ease of Doing Business With: 8.8
Ease of Admin: 8.9
Conclusion
When it comes to lead capture solutions for your qualified leads, there are plenty of great CRM options out there. Each one has its own unique set of features, pricing plans, and user ratings – so you can choose the right solution for your business needs.
No matter which lead capture solution you choose, make sure that it meets your requirements in terms of features, ease of use and setup, customer support, and pricing.
Pipeliner CRM and Freshworks CRM are both viable options for lead capture and management, but Pipeliner might not be the best choice for larger enterprises due to its higher cost. Freshworks on the other hand is a great tool for businesses of all sizes and will provide you with an easy to use and comprehensive lead-capture solution. Make sure to do your research before making a decision, as the right CRM solution can hugely impact your success.