5 Min. Read

6 Best Lead Management Software

January 16, 2024

In business, there’s no such thing as being too organized.

Organization is a vital component of any fledgling business. And as a small business owner, you will be wanting to keep things as ship-shape as possible to help you, your marketing team and your sales reps.

With so many apps and different software available, it can be difficult to sift through the many management software options. But it’s important to find one that works for you.

So we’ve compiled a list of the 6 best lead management software out there to help give you a guiding hand.

Here’s What We’ll Cover:

Really Simple Systems

Key Takeaways

1. FreshBooks

We might be seen as biased here, but FreshBooks is a fantastic choice. Its services are perfectly tailored for small business owners looking to manage their sales leads and clients.

FreshBooks is accounting software that provides accounting solutions for small business owners. With all client estimates, invoices, payments, credits, and other financial info in one place, it’s easy to keep track of clients.

And, a better grasp of clients helps you serve them better.

They offer simple pricing, the software is easy to use and there are no hidden costs.

FreshBooks has a free trial so you can try it out before putting any money down.

It then offers its ‘lite’ services for just $19 per month. You also have the option to choose their custom pricing offer. This gives you access to unlimited users and billable clients, as well as specialized features.

2. Pipedrive

Pipedrive gives you a visual representation of your sales process.

It’s totally customizable, so you can play around and tailor it to exactly how you want to work.

You can focus on the sales actions, track your goal progress and optimize and grow your formula.

Pipedrive offers a 14-day free trial that doesn’t require a credit card. So you can test out the services to see if it suits you before putting down any money.

The monthly price then starts from $12.50 a month as there is no free version.

3. Teamgate

Teamgate has an organized lead management process that helps to give you a smooth journey through the sales process.

You can import data, nurture qualified leads and convert to deals with ease.

It’s also great for integrating other software such as Twilio, Zendesk and Freshdesk. This means you can keep up to date with all your leads across different platforms.

Teamgate offers both a free trial and a free version. The pricing starts from $9.00 a month if you want to upgrade to their paid professional plan and have access to their advanced features.

4. Salesforce

Salesforce is a hugely popular platform.

It caters to every company size and industry, but it prides itself on its ability to help small businesses hit the ground running.

It offers you the ability to easily track contacts and key deals, as well as automate tasks to free up your team.

You can get access to 150,000+ sales organizations and they have a 2 million user-strong community.

They offer a free trial but there is no access to a free version.

The downside is that their standard package for CRM services is quite expensive, starting at $25 per month.

5. Copper

Copper is an easy-to-use management software that is used by over 10,000 small businesses worldwide.

You can do everything from organizing your emails and email campaigns to following up with leads and potential customers.

Copper integrates with G Suite apps such as Gmail, Drive and Calendar which means you can run everything all from the same window.

It’s perfect for businesses that don’t have the time for data entry and repetitive admin tasks.

Copper offers a free 14-day trial with no card required. But again their pricing is again quite pricey, starting at $25 a month.

6. Really Simple Systems

As shown by the name, Really Simple Systems is an easy-to-use CRM and lead management software specifically designed for any B2B buyer. It lets you manage and track every sales opportunity through each stage of your sales funnel.

It has an integrated, streamlined system that helps bring together every stage of the sales cycle and your marketing.

It’s also customizable so you can alter it to suit your needs.

Really Simple Systems offers both a free trial and a free version and it’s pricing starts from $14 per user per month.

Key Takeaways

Any small business owner would benefit from being able to streamline their client and lead management. This is a way to boost conversion rates, build marketing campaigns and turn leads into customers.

And there’s no better way to do that than with integrated software that allows you to keep everything all in one place.

All six of the above software have their own benefits and downsides. So it’s up to you to make sure you do your due diligence and choose the right one for you and your business.

Are you looking for more business advice on everything from starting a new business to new business practices?

Then check out our FreshBooks Resource Hub.