Finding the right lead management software can transform how your business converts prospects into customers. Whether you're a growing startup or an established enterprise, having reliable lead tracking software helps teams capture, nurture, and close more deals efficiently. This guide examines the top lead management tools available in 2025, helping you choose a solution that matches your business needs and budget.
What is lead management CRM software?
Lead management CRM combines contact organization with advanced tracking capabilities, helping sales teams monitor and nurture potential customers throughout their journey. These systems go beyond basic contact storage – they provide detailed insights into prospect behavior, automate follow-ups, and help teams prioritize their most promising opportunities.
For small businesses, lead management tools offer particular value by automating routine tasks and providing clear visibility into sales pipelines. The best lead management software for small business typically includes features like automated follow-ups, contact organization, and basic reporting capabilities.
Essential features in lead management software
When choosing sales lead software, certain features are crucial for success. Here's what to look for:
Lead capture and tracking
An effective lead management system should excel at gathering prospect information from multiple channels. This means automatically collecting data from website forms, email interactions, social media engagements, and phone calls. The software tracks every touchpoint, from email opens to website visits, ensuring sales teams have complete visibility into prospect behavior.
Pipeline management
Your sales pipeline serves as the foundation of effective lead tracking. Good lead management solutions provide clear visualization of sales stages and make it simple to manage workflows. Teams can create custom pipeline stages that match their unique sales process and monitor deals as they progress.
Lead scoring and qualification
Modern lead management systems use sophisticated scoring methods to help prioritize your most promising leads. Your CRM should offer customizable scoring criteria based on your specific business needs, including both behavioral scoring based on website activity and engagement, as well as demographic scoring based on factors like company size, industry, or location. The system should automatically qualify leads based on score thresholds and update scores in real-time as lead behavior changes. Integration with marketing automation ensures proper nurturing of leads at every stage of their journey.
Automation capabilities
Automation is crucial for scaling your sales efforts efficiently. Your CRM should automate follow-up email sequences based on lead actions and create tasks assigned to appropriate sales reps. Automated data entry and lead information updates save valuable time, while automated meeting scheduling and calendar management streamline the booking process. Smart lead routing ensures prospects reach the right team members, and alert notifications keep everyone informed of important lead activities.
Integration options
Your CRM should work seamlessly with your existing tech stack. This includes integration with email platforms like Gmail and Outlook, marketing automation tools, and social media platforms. Essential integrations extend to communication tools like Slack and Teams, document management systems, e-signature solutions, analytics platforms, and meeting scheduling software. The ability to connect these various tools creates a unified workflow that enhances productivity and ensures consistent lead management across all channels.
Analytics and reporting
A great reporting will help you understand what's working and what isn't in your sales process. Your CRM should provide real-time dashboard views of key metrics and allow for custom report creation to gain specific insights. The system should track performance by sales rep, attribute leads to their sources, and analyze conversion rates. Revenue forecasting capabilities, ROI calculations for marketing campaigns, and trend analysis over time help inform strategic decisions and optimize your sales approach.
Data management and security
While often overlooked, proper data management is crucial for long-term success. Your CRM should include robust data duplicate detection and merging capabilities, along with tools for cleaning and standardizing data. The ability to create custom fields and manage data imports and exports gives you flexibility in handling information. Equally important are proper backup and recovery options, along with strong security features and access controls. Compliance with data protection regulations ensures your lead management practices meet legal requirements while protecting sensitive information.
👉 Read more: What is a CRM database?
Best lead management software: Overview
Top lead management CRM solutions reviewed
1. Zeeg: Best for converting leads through automated scheduling workflows
When it comes to converting leads through efficient scheduling and automated workflows, Zeeg stands at the forefront of modern lead management solutions. This European-developed platform combines sophisticated appointment scheduling with powerful lead routing capabilities, making it particularly valuable for businesses that rely heavily on scheduled interactions with prospects.
The platform's strength lies in its ability to seamlessly integrate scheduling with lead management processes. Sales teams can create customized booking workflows that automatically capture lead information while scheduling meetings, effectively turning every booking interaction into a potential sales opportunity.
Key features
- Customizable booking pages integrate with existing CRM systems to maintain data consistency
- Smart lead routing assigns prospects to the right team members based on custom criteria
- Automated follow-up sequences maintain engagement throughout the sales process
- Complete integration with major calendar platforms and video conferencing tools
- Advanced workflow automation for scheduling and lead nurturing
- GDPR-compliant data handling with end-to-end encryption
Beyond basic scheduling, Zeeg excels at optimizing the entire lead conversion process. The platform's intelligent routing system ensures that leads are automatically directed to the most appropriate team member based on factors like expertise, availability, and lead characteristics. This systematic approach to lead distribution helps maintain quick response times while ensuring that prospects are matched with the best-qualified representatives.
The workflow capabilities extend well beyond simple calendar management. Teams can set up sophisticated automated sequences that handle everything from initial lead capture to follow-up communications, significantly reducing manual work while maintaining a personal touch in customer interactions.
Pros and cons
✓ Optimizes external appointment booking, increasing lead generation
✓ Professional and customizable booking pages
✓ Excellent integration options (Zapier, Google Calendar, Outlook, Teams, PayPal)
✓ Round-robin feature to get the right person to customers
✓ Automated workflows that make scheduling efficient
✓ Fully GDPR compliant, end-to-end encryption
✓ Strong focus on security and compliance
✓ Cost-friendly when compared to competition
✗ Free version has just one calendar and two scheduling pages
✗ Still a relatively new tool
✗ No app available yet
Pricing
Zeeg's pricing structure offers a free plan with basic features, and that's yours to keep. The paid plans start from $10 per user/month. For all paid plans there's a 14-day trial period, at the end of which you may extend your subscription or cancel it.
- Free: no cost, free forever
- Professional: $10 per user/month
- Business: $16 per user/month
- Enterprise: Customized
The free plan already lets you schedule an unlimited number of meetings, use your own booking page (it's like an efficient digital card), and send automated event notification and calendar invites. But there's a few things you might have to pay for: if you want more calendar connections and scheduling pages or have more attendees in your meetings, you should try the first paid plan (Professional). And for advanced options like multiple host meetings, round-robin features, or routing forms, then the Business plan will be better.
2. HubSpot: Best for scaling businesses needing unified sales and marketing operations
When businesses outgrow basic CRM tools and need a lead management solution to take their entire customer journey, sure, there are lots of alternatives to HubSpot - but this CRM is still one of the most powerful options, and not by chance one of the most popular. The platform has evolved from its marketing automation roots into a complete ecosystem that unifies sales, marketing, and customer service operations under one roof.
The platform is especially good at transitioning between marketing and sales processes, which is particularly important for companies looking to align their teams and scale their operations efficiently. With HubSpot, lie you'd expect, businesses can track every customer interaction from initial contact through final sale and beyond. But let's see that in more detail:
Key features
- Comprehensive CRM with advanced contact management
- Marketing automation with sophisticated workflow builders
- Built-in content management system for website and blog
- Sales pipeline and deal tracking capabilities
- Custom reporting dashboards and analytics
- Email marketing with A/B testing capabilities
- Social media management tools
- Meeting scheduler and calendar integration
- Landing page builder with conversion optimization
Beyond its core functionality, HubSpot's strength lies in how it connects different aspects of customer engagement. The platform's ability to track and analyze customer interactions across multiple channels provides valuable insights that help teams make data-driven decisions. Its automation capabilities extend across marketing, sales, and service functions, helping teams work more efficiently while maintaining personalized customer experiences.
Pros and cons
✓ Truly all-in-one platform for marketing, sales, and service
✓ Powerful marketing automation tools
✓ User-friendly interface with minimal learning curve
✓ Robust content management system
✓ Excellent scalability for growing businesses
✓ Comprehensive analytics and reporting
✓ Strong customer support and educational resources
✗ Gets expensive quickly as you scale
✗ Annual contracts with limited flexibility
✗ No A/B testing available in lower-tier plans
✗ Limited features in free version
✗ Additional cost for technical support
✗ Requires significant investment to access full functionality
Pricing
HubSpot's pricing structure makes sense, but it's complex, as it offers various options to match different business needs. The platform operates through different "Hubs" - Marketing, Sales, Service, CMS, and Operations - each with its own pricing tiers.
- Free: Basic CRM features with limited functionality
- Starter: From $20/user/month (billed annually)
- Professional: From $890/month for Marketing Hub, $90/month for Hubspot Sales Hub
- Enterprise: From $3,200/month for Marketing Hub, $150/month for the Sales Hub
The complexity comes in how these different Hubs can be combined. While the Starter package begins affordably, costs can increase significantly when adding additional Hubs or upgrading to Professional or Enterprise tiers. Each Hub requires its own subscription, and there's a mandatory onboarding fee ranging from $1,500 to $7,000 for Professional and Enterprise tiers.
Additionally, HubSpot's marketing contact pricing uses a tiered system, where costs increase based on the number of contacts in your database. This can lead to significant price jumps as your contact list grows. The Professional and Enterprise plans require annual commitments, which can be a considerable factor in the decision-making process.
👉 Read more:
- What is Hubspot and what is it used for?
- How does Hubspot Sales Hub work?
- Hubspot vs Pipedrive: Comparison guide
3. Salesforce: Best lead management solution for enterprises needing full customization
When it comes to enterprise-level lead management and extensive customization possibilities, Salesforce stands as an industry titan, and maybe the most famous of all lead management systems. Since its inception in 1999, this cloud-based platform has evolved into a great solution that can handle complex business processes while maintaining the flexibility to adapt to specific industry needs.
Key features
- Advanced pipeline and forecast management
- AI-powered lead scoring and analytics
- Customizable automation workflows
- Great reporting capabilities
- Multi-channel lead tracking software
- Territory management
- Advanced API capabilities
- AppExchange marketplace for extensions
- Mobile-first architecture
Salesforce is perfect at providing a unified view of customer interactions across multiple touchpoints. One of its strengths lies in its ability to handle complex sales processes while maintaining scalability. Its AppExchange marketplace offers thousands of pre-built integrations and extensions, making it possible to customize the platform for virtually any industry or use case.
The platform's AI capabilities, including Einstein Analytics, provide predictive insights and automated lead scoring, helping sales teams focus on the most promising opportunities. Furthermore, its robust API ecosystem allows for deep integration with existing business systems, making it a central hub for enterprise data management. All of that makes it one of best lead tracking software in the market, naturally.
Pros and cons
✓ Highly reliable cloud solution with 20+ years of market presence
✓ Extensive customization and configuration options
✓ Rich ecosystem with thousands of integrations
✓ Strong analytics and reporting capabilities
✓ API access
✓ Excellent scalability for large enterprises
✓ Regular updates with new features
✓ Strong security and compliance features
✗ Complex implementation requiring expert support
✗ Steep learning curve for new users
✗ Limited storage (10GB per organization)
✗ Can be overwhelming for small teams
✗ Premium support comes at additional cost
✗ Requires significant investment in training and maintenance
Pricing
Salesforce offers a tiered pricing structure that scales with business needs, though the pricing model can be complex with various editions and add-ons. All plans are billed annually.
- Starter Suite: $25/user/month
- Pro Suite: $100/user/month
- Enterprise: $165/user/month
- Unlimited: $330/user/month
- Einstein 1 Sales: $500/user/month
Like on other lead management tools, Enterprise and above plans provide advanced customization capabilities. The Enterprise edition includes essential features like advanced pipeline management and conversation intelligence, while Unlimited adds predictive AI and complete developer support. The Einstein 1 Sales edition represents the pinnacle, offering quite interesting AI-driven sales capabilities.
It's worth noting that the base price often doesn't reflect the total cost of ownership. Additional costs may include implementation services, premium support, extra storage, and various add-on features. Companies should also consider the mandatory onboarding fees for higher tiers and potential consulting costs for complex implementations.
4. Keap: Best lead management software for small businesses needing integrated marketing automation
Recently acquired by Thryv, Keap positions itself as a good solution for businesses seeking serious automation capabilities. The platform combines CRM functionality with robust marketing tools, making it particularly valuable for small businesses looking to automate their lead management and marketing processes in one place.
Key features
- All-in-one CRM and marketing automation platform
- Built-in email and text marketing capabilities
- Landing page builder with conversion tools
- Pipeline management and lead scoring
- Payment processing and invoicing
- Appointment scheduling and calendar management
- AI-powered content and automation assistants
- Mobile app for on-the-go access
- Complete reporting and analytics tools
Keap distinguishes itself by offering a complete suite of tools under one roof, eliminating the need for multiple subscriptions to different services. The platform's strength lies in its ability to automate complex marketing and sales processes while maintaining personalized communication with leads. Its integrated approach means that every customer interaction, from initial contact through payment processing, is tracked and managed within a single system.
The platform's automation capabilities extend beyond basic email sequences to include sophisticated marketing workflows, appointment scheduling, and even payment processing. This integration of features adds to Keap as a great lead management software for small business - because it helps them create seamless customer journeys without the complexity of managing multiple tools.
Pros and cons
✓ Easy to use with intuitive drag-and-drop interfaces
✓ Saves money by combining multiple tools into one platform
✓ Extensive integration capabilities
✓ Built-in payment processing
✓ Strong automation features
✓ Email and text marketing included
✓ All-inclusive feature set
✗ Not ideal for new online businesses
✗ Limited landing page functionality
✗ Expensive compared to feature-specific tools
✗ Heavy focus on CRM may be overwhelming
✗ Email automation lacks advanced features
✗ Price point may be prohibitive for small businesses
Pricing
Keap offers a unified pricing structure that scales based on the number of users and contacts. Their pricing model emphasizes value through bundled features rather than feature-based tiers.
- Starting at $249/month for 2 users and 1,500 contacts
- $310/month for 3 users and 2,500 contacts
- $697/month for 10 users and 11,500 contacts
All plans include the full suite of features, with pricing primarily determined by user count and contact volume. The platform offers both monthly and annual billing options, with a 17% discount for annual commitments. Additional costs may include text marketing tiers ranging from $24/month to $279/month based on message volume.
Implementation services are required to help businesses achieve faster results, though this ensures proper setup and maximizes the platform's value. While the initial investment might seem substantial, the nature of the platform can provide cost savings compared to purchasing and managing multiple separate tools.
5. Freshsales: Best for AI-powered sales engagement and analytics
For businesses seeking a modern CRM with robust AI capabilities, Freshsales emerges as a compelling solution. Part of the larger Freshworks ecosystem, this platform combines intelligent lead scoring with sales management features, making it particularly valuable for teams that want to leverage AI in their sales processes.
Key features
- AI-powered contact scoring (Freddy AI)
- Built-in phone, email, and chat capabilities
- Advanced workflow automation
- Multi-pipeline management
- Custom sales activities tracking
- Territory management
- Deal insights powered by AI
- Native mobile application
- Good reporting and analytics feature
Freshsales distinguishes itself through its AI assistant, Freddy, which helps automate routine tasks and provides intelligent insights throughout the sales process. The platform excels at combining traditional CRM functionality with modern AI capabilities, helping sales teams work more efficiently while maintaining personalized customer interactions.
The system's ability to automatically capture and analyze customer interactions across multiple channels provides valuable context for sales teams. Its workflow automation capabilities extend from basic task assignment to sophisticated lead routing and follow-up sequences, all enhanced by AI-driven insights.
Pros and cons
✓ Affordable base plan with essential features
✓ Intuitive and user-friendly interface
✓ Excellent onboarding and support
✓ Extensive integration options
✓ Strong marketing add-on capabilities
✓ Effective automation tools
✓ Email tracking
✗ Base plan limited to one sales pipeline
✗ Other CRMs offer more advanced features
✗ Limited LPMS integrations
✗ Not legal-specific
✗ Not a turn-key solution
✗ Some limitations in export options
Pricing
Freshsales offers a tiered pricing structure that scales with business needs, including a robust free plan for small teams:
- Free: $0 for up to 3 users
- Growth: $9/user/month (billed annually)
- Pro: $39/user/month (billed annually)
- Enterprise: $59/user/month (billed annually)
The platform also offers several add-ons to enhance functionality:
- AI Agent: €100 for 1000 sessions
- Configure, Price, Quote: €19 per user/month
- Marketing Contacts: €100/month for 5,000 contacts
- Conversion Rate Optimization: €219/month for 10,000 visitors
- Dedicated IP Address: €199/account/month
- Messaging Agent: €69 per agent/month
All paid plans come with a 21-day free trial, and no credit card is required to start. As you move to different pricing tiers, you'll see they add better features, with the Enterprise plan offering the full suite of AI capabilities and customization options. The pricing model is transparent, with all plans including 24/5 support and the ability to add marketing contacts as needed.
6. Pipedrive: Best for visual sales pipeline management
Pipedrive is also one of the most popular lead management solutions, though being a more recent company, due to its strong focus on visual pipeline management. That makes it an excellent choice for teams that prefer a highly visual and intuitive sales process. The platform emphasizes simplicity and efficiency in sales workflow management, helping teams maintain clear visibility of their deals at every stage.
Key features
- Visual sales pipeline management
- AI-powered Sales Assistant
- Email tracking and templates
- Meeting and video call scheduling
- Revenue forecasting tools
- Customizable reporting
- Lead and deal management
- Activity-based approach
- Workflow automation capabilities
Pipedrive is a quite solid CRM for lead management because of many reasons, but the interface is one core strength - its activity-driven design helps sales teams focus on the actions that matter most in their pipeline. The platform's clean interface and straightforward approach to deal management make it particularly effective for teams that want to maintain a clear view of their sales process without getting bogged down in complexity.
The system's automation capabilities help streamline routine tasks while maintaining focus on active deals. Its AI-powered features provide smart contact data enrichment and deal insights, while the customizable workflows allow teams to adapt the platform to their specific sales processes.
Pros and cons
✓ Works with more than 400 integrations
✓ Excellent video tutorials
✓ Straightforward interface
✓ Strong visual pipeline management
✓ Easy-to-use email integration
✓ Activity-focused methodology
✓ Clear progress tracking
✗ No Kanban view for Contacts section
✗ Few options for customizing analytics displays
✗ Limited customer support for lower-tier plans
✗ Basic reporting in lower tiers
✗ Automation features limited to higher plans
Pricing
Pipedrive's pricing plans are five in total, and can be divided like this:
- Essential: €14/user/month (billed annually)
- Advanced: €39/user/month (billed annually)
- Professional: €49/user/month (billed annually)
- Power: €64/user/month (billed annually)
- Enterprise: €99/user/month (billed annually)
Additional add-ons are available to enhance functionality:
- LeadBooster: €32.50/company/month
- Web Visitors: €41/company/month
- Campaigns: €13.33/company/month
- Smart Docs: €32.50/company/month
- Projects: €6.70/user/month
Each plan comes with a 14-day free trial, no credit card required. The pricing structure is designed to scale with business needs, with higher tiers offering more advanced features like AI-powered sales assistance, enhanced security, and custom reporting capabilities. Annual billing provides significant savings compared to monthly payments.
👉 Read more:
7. Mediafly (InsightSquared): Best for data-driven sales intelligence and coaching
Following its acquisition of InsightSquared, Mediafly has positioned itself as a comprehensive revenue intelligence platform trusted by over 300,000 sales and marketing professionals. The platform combines advanced analytics with sales enablement tools, making it particularly valuable for enterprises seeking deep sales performance insights and coaching capabilities.
Key features
- Conversation intelligence and coaching plans
- Predictive sales forecasting
- Pipeline and account management
- Sales analytics and KPI tracking
- ROI and TCO calculators
- Interactive content delivery
- Value selling tools
- Performance management
- Goal tracking systems
- Activity capture automation
The platform has four distinct solutions: Coach360 for sales efficiency, Value360 for value communication, Engagement360 for content experiences, and Intelligence360 for pipeline health. This modular approach allows organizations to choose the specific capabilities they need while maintaining integration across all aspects of their sales process.
Mediafly particularly excels in providing data-driven insights that help sales leaders understand team performance and identify areas for improvement. Its coaching capabilities combine with analytics to create a complete platform for sales performance optimization.
Pros and cons
✓ Excellent sales team performance insights
✓ Responsive and helpful customer success team
✓ Easy setup and maintenance
✓ Strong analytics capabilities
✓ Comprehensive sales coaching tools
✓ Good value communication features
✓ Flexible platform architecture
✗ Complex configuration process requires attention during training
✗ Requires proactive management engagement
✗ System can be buggy at times
✗ Limited flexibility in some areas
✗ Migration challenges for legacy clients
✗ Learning curve for advanced features
Pricing
Mediafly offers a modular pricing approach through four main solutions:
- Coach360: Custom pricing based on team size
- Value360: Custom pricing based on feature requirements
- Engagement360: Custom pricing based on content needs
- Intelligence360: Custom pricing based on analytics requirements
Each solution can be purchased separately or as part of an integrated platform. Pricing is customized based on factors including the number of employees, required features, implementation needs, training requirements or integration complexity.
This sales leads platform requires consultation with their sales team to get specific pricing, as solutions are tailored to each organization's needs and scale. Custom implementation and training programs are typically included in enterprise agreements.
8. Vtiger: Best for all-in-one business process management
Amongst all lead management systems, Vtiger won’t be the most famous. In any case, it can be a good option. It’s a complete business management solution that goes beyond traditional CRM capabilities, because the platform integrates lead management, marketing automation, and customer support into a unified system, making it particularly valuable for businesses seeking to manage their entire customer lifecycle in one place.
Key features
- Complete contact and lead management
- Marketing campaign automation
- Integrated customer support tools
- Advanced workflow automation
- Document management system
- Built-in email marketing capabilities
- Project and inventory management
- Customizable sales pipelines
- Extensive reporting and analytics
- Multi-channel communication tools
Vtiger's strength lies in its ability to unify various business processes under one roof. The platform excels at providing a complete view of customer interactions across sales, marketing, and support teams. Its automation capabilities extend across departments, helping organizations create seamless workflows while maintaining personalized customer experiences.
What sets Vtiger apart is its modular approach to business management, allowing companies to start with basic lead management and gradually expand into more complex operations like inventory control and project management as their needs grow.
Pros and cons
✓ Highly responsive customer support
✓ Excellent team collaboration tools
✓ Strong email marketing capabilities
✓ Data-backed insights
✓ Extensive customization options
✓ Mobile accessibility
✓ Intuitive automation tools
✗ Complex learning curve for new users
✗ No document preview functionality
✗ Limited mobile app experience
✗ Interface can feel overwhelming
✗ Some features lack user-friendliness
✗ Customization requires technical expertise
Pricing
Vtiger offers a tiered pricing structure with nice features across different plans:
- One Pilot: US$10/user/month (limited features)
- One Growth: US$12/user/month
- One Professional: US$30/user/month
- One Enterprise: US$42/user/month
- One AI: US$50/user/month
These are some of the main differences you'll get with an upgrade in the pricing plans:
- The Growth plan includes essential lead management tools and basic automation
- Professional adds advanced workflow automation and AI capabilities
- Enterprise offers complete customization and advanced security features
- One AI provides full AI integration and advanced analytics
All paid plans include core lead management features such as lead scoring, pipeline management, and email marketing capabilities. Higher tiers add more sophisticated automation tools, custom modules, and advanced reporting capabilities. The platform also offers various add-ons for specific needs like inventory management and advanced marketing automation.
9. Zoho CRM: Best for small businesses needing enterprise-grade features
Zoho CRM has established itself as a leader in the CRM category as a lead management tool, particularly for small to midsize businesses seeking enterprise-level capabilities without enterprise-level complexity. The platform combines advanced automation with AI-powered features, making it an attractive option for growing companies that need lead management capabilities.
Key features
- AI-powered sales assistant (Zia)
- Advanced workflow automation
- Custom module creation
- Multi-user portals
- Journey orchestration
- Blueprint process management
- Canvas customization tool
- Mass email capabilities
- Territory management
- Sales forecasting tools
Zoho CRM distinguishes itself through its CommandCenter feature, which helps sales teams visualize and optimize the buyer's journey. The platform's Cadences feature enables teams to build and automate sophisticated follow-up strategies, while its integration with ChatGPT enhances email communication through Smart Prompt functionality.
The system's strength lies in its ability to provide enterprise-grade features at small business prices. Its AI-powered capabilities, including the Zia assistant, help automate routine tasks and provide intelligent insights, while the Canvas Builder offers extensive customization options to match any business process.
Pros and cons
✓ Deep feature set
✓ Near-total customizability with Canvas Builder
✓ Flexible AI layer at higher price tiers
✓ Integrated gamification features
✓ Cost-effective solution
✓ Highly customizable
✓ Strong integration capabilities
✓ User-friendly interface
✗ Steep learning curve
✗ Most advanced features only accessible at higher-priced tiers
✗ Too many available features can be overwhelming
✗ Learning curve for implementation
✗ Complexity may challenge non-technical users
Pricing
Zoho CRM offers a flexible pricing structure with options for businesses of all sizes:
- Free Edition: €0 (up to 3 users)
- Standard: €14/user/month (billed annually)
- Professional: €23/user/month (billed annually)
- Enterprise: €40/user/month (billed annually)
- Ultimate: €52/user/month (billed annually)
Summing it up a bit, these are some of the features you'll get on each tier:
- Standard includes essential lead management and workflow automation
- Professional adds Blueprint, CPQ, and inventory management
- Enterprise introduces Zia AI assistant and territory management
- Ultimate provides enhanced AI capabilities and advanced customization
All paid plans include core lead management features like mass email, custom modules, and workflows. The platform offers significant savings with annual billing (up to 34% compared to monthly), and a free trial is available for all paid plans.
10. Insightly: Best CRM for lead and project management
Insightly is another great CRM to track leads that stands out by seamlessly integrating project management capabilities with traditional CRM functions, making it particularly valuable for businesses that need to manage both sales leads and the resulting projects. The platform is designed to create a smooth transition from lead acquisition through project completion.
Key features
- Lead and contact management
- Advanced reporting capabilities
- Project management tools
- Built-in business dashboards
- Web-to-lead capture
- Customizable sales processes
- Real-time data synchronization
- Mobile business card scanning
- Workflow automation
- Role-based permissions
Insightly differentiates itself through its project delivery focus, allowing teams to convert won opportunities directly into projects. No doubt one of the best CRM for lead management. The platform emphasizes the entire customer journey, from initial lead capture through project completion, with tools designed to manage each stage effectively.
But this sales leads software real strength lies in its ability to bridge the gap between sales and project delivery teams. Its automation capabilities extend beyond basic lead management to include project workflows, helping organizations maintain consistency from initial contact through project completion.
Pros and cons
✓ Smooth data input and sharing
✓ User-friendly interface
✓ Highly customizable
✓ Easy integration with help desk and marketing apps
✓ Diverse project management tools
✓ Suitable for all proficiency levels
✓ Lots of integration options
✗ Expensive high-end tiers
✗ Lacks advanced custom workflows
✗ Steep learning curve for new users
✗ Customization can be overwhelming
✗ No native social media integrations
✗ Dependency on regular updates
Pricing
Insightly offers a tiered pricing structure with progressively more advanced features:
- Plus: $29/user/month (billed annually)
- Professional: $49/user/month (billed annually)
- Enterprise: $99/user/month (billed annually)
Each tier includes increasing capabilities and limits:
- Plus: Up to 100,000 records, 10GB storage
- Professional: Up to 250,000 records, 100GB storage
- Enterprise: Up to 500,000 records, 250GB storage
The platform includes core features across all plans such as lead management, contact management, and basic workflow automation. Higher tiers add advanced features like lead assignment and routing, custom validation rules, and sandboxes for testing. Enterprise users get access to advanced features like AWS lambda integration, SAML/SCIM single sign-on, and audit logging.
11. Creatio: Best for no-code process automation and CRM
Another tool, another skill: Creatio combines traditional CRM capabilities with a powerful no-code platform, making it particularly valuable for organizations that want to automate their business processes without extensive technical expertise. Recently rebranded from bpm'online, the platform offers a unique approach to lead management through customizable process automation.
Key features
- No-code process automation builder
- AI-powered process recommendations
- Integrated CRM functionality
- Marketing automation tools
- Service management platform
- Visual workflow designer
- Custom app development
- Multi-environment support
- Granular access controls
- Good audit system
Creatio distinguishes itself through its unified process management approach to lead handling. The platform's no-code tools allow teams to create custom applications and automate complex workflows without technical expertise, while maintaining robust CRM capabilities at its core.
The system's real strength lies in its ability to adapt to specific business processes through visual tools. Users can design, test, and implement sophisticated lead management workflows using drag-and-drop interfaces, while the AI-powered system provides recommendations for process optimization.
Pros and cons
✓ Advanced and highly customizable unified solution
✓ Strong solid CRM functionality
✓ Creates seamless processes from lead management to closing
✓ No-code application development
✓ Extensive integration capabilities
✓ Customizable and adaptable platform
✓ Responsive customer support
✗ Relatively short trial period
✗ Hefty feature set can be overwhelming
✗ Customization can be daunting at the outset
✗ Feature enhancements take time to deploy
✗ Limited marketplace options
✗ Pricing increases significantly with scale
Pricing
Creatio offers three main platform tiers:
- Growth: €25/user/month (minimum 5 users)
- Enterprise: €55/user/month (minimum 5 users)
- Unlimited: €85/user/month (minimum 50 users)
The Growth plan works well for small and medium-sized businesses, offering essential no-code tools and process automation features. It includes 100K AI tokens per user monthly, 1GB storage per user, and basic support. With a minimum requirement of 5 users, the starting cost is €125/month.
Enterprise steps up the capabilities for larger organizations, doubling the AI tokens to 200K per user and storage to 2GB. It adds advanced security features and more sophisticated process automation tools. Like Growth, it requires at least 5 users, starting at €275/month.
The Unlimited tier targets large enterprises needing maximum flexibility. With 300K AI tokens per user, unlimited storage, and complete feature access, it's designed for complex business scenarios. However, it requires a minimum of 50 users, making the starting cost €4,250/month.
Additional products can enhance any platform tier:
- Sales (€15/user/month): As a lead tracking software, it has end-to-end sales management tools that track not only leads, but also opportunities and deals through customizable pipelines
- Marketing (€15/user/month): Tools for creating and managing marketing campaigns, lead generation, and customer journey orchestration
- Service (€15/user/month): Customer service management features including case routing, knowledge base, and service level tracking
- AI Tokens (€150/pack): Extra AI processing capacity for enhanced automation and intelligent recommendations
The platform requires a minimum purchase of €10,000 per year for new customers, which includes the base platform and any additional products selected. Support options range from free Basic Support to Premium Support at 20% of the subscription cost.
12. Apptivo: Best for modular all-in-one business management
Apptivo combines CRM functionality with extensive business management capabilities, making it particularly valuable for companies seeking a unified platform that can grow with them. The solution stands out for its highly customizable interface and app selection across sales, marketing, project management, and operations.
Key features
- Customizable workflows and field layouts
- Advanced security controls and user permissions
- Project management with Gantt charts
- Territory management capabilities
- Mobile app with extensive functionality
- Contract and supplier management tools
- Integrated invoicing and payment processing
- Google Workspace integration
Apptivo excels at providing a complete business management ecosystem through its modular approach. Users can start with basic CRM features and gradually add more applications as their needs grow. The platform's strength lies in its ability to connect different aspects of business operations while maintaining flexibility in customization.
What sets Apptivo apart is its granular security controls and extensive customization options. Administrators can manage permissions down to individual fields and actions within each app, while developers can modify layouts and add custom fields to match specific business processes.
Pros and cons
✓ Extensive customization possibilities
✓ Strong mobile app functionality
✓ Responsive 24/7 customer support
✓ Modular approach allows gradual scaling
✓ Diverse security controls
✓ Reasonable pricing for features offered
✓ Rich integration options
✗ Learning curve with multiple apps
✗ Performance can feel slow at times
✗ Implementation requires significant time investment
✗ Limited third-party integrations compared to competitors
Pricing
Apptivo offers four pricing tiers with monthly and annual billing options:
- Lite: $20/user/month ($15 billed annually)
- Premium: $30/user/month ($25 billed annually)
- Ultimate: $50/user/month ($40 billed annually)
- Enterprise: Custom pricing
The Lite plan includes 18 apps and basic features for small sales teams. Premium adds more sophisticated tools with 46 apps and increased customization options. Ultimate provides 57 apps and advanced automation capabilities, while Enterprise offers complete customization with 65 apps and dedicated support.
Different pricing plans progressively adds more capabilities, from custom fields and workflows to advanced security features. Annual billing provides significant savings, and all plans include core CRM features like lead management, contact tracking, and basic automation tools.
