How to find the best lead management software for your business?

Generating leads is difficult. What’s more difficult? Closing high-quality leads. Research by Ruler Analytics found that 37% of marketers found generating high-quality leads to be one of their biggest challenges. 

Capturing and acquiring potential new customers is crucial to any business strategy. While creating content, sending emails, social media engagement, and other marketing channels attract the attention of potential buyers and generate leads, the right lead management software can help businesses close leads more efficiently. 

This blog covers the ins and outs of choosing the best lead management software and breaks down the most important features with the tools that ace them. Read on. 

How to choose the right lead management software? 

When buying lead management software, there are several key factors to consider, including:

1. Lead capture and organization: Easily capture leads from a variety of sources, such as website forms, social media, and email, and organize them in a central location for easy access and management.

2. Lead nurturing and scoring: Provide tools for nurturing leads, such as email marketing, drip campaigns, and lead scoring, which can help prioritize leads based on their level of engagement and sales-readiness.

3. Sales and marketing alignment: Enable sales and marketing teams to collaborate, such as shared lead lists, lead routing, and lead tracking.

4. Analytics and reporting: Provide detailed analytics and reporting features, such as lead conversion rates, lead source tracking, and marketing ROI, which can help users understand the performance of their lead generation efforts and identify areas for improvement.

5. Integration with other software: Integrate with other tools, such as CRM, marketing automation, and analytics platforms, so users can streamline their workflow and automate repetitive tasks.

The important phases of lead generation are lead capturing, appointment scheduling, and converting them to sales. Do you require a different tool for each phase to guarantee maximum results, or does an all-in-one marketing tool make your job easy? Let’s find out. 

Phase 1: Lead Capturing 

Lead capturing is gathering contact information from potential customers, such as their name, email address, and phone number. This process is typically done through forms on a website, social media, email campaigns, or other marketing efforts. Lead capturing allows businesses to nurture and convert them into paying customers. Here are our top recommendations for lead-capturing software. 

RevenueHero 

RevenueHero is a lead capture software that helps businesses generate and nurture leads effectively, including customizable forms, advanced lead routing, lead scoring, and robust analytics. 

Pros: 

1. Customizable forms: Creates custom forms that can be embedded on your website to capture lead information.
2. Advanced lead routing: Routes leads based on their behavior and interests, which can help you nurture leads more effectively.
3. Lead scoring: Scores leads based on their behavior and engagement, which can help you prioritize your lead nurturing efforts.
4. Email integration: Integrates your email and CRM to help you automate your lead nurturing process and track the progress of leads through your sales funnel.
5. Robust analytics: Gets detailed analytics on the performance of your lead capture campaigns, which can help you identify areas for improvement and optimize your lead generation efforts.

Cons: 

1. Limited customization options: Some users have reported that RevenueHero has limited customization options compared to lead capture software.
2. Limited integrations: RevenueHero may integrate with fewer CRMs than other lead capture software.

Hubspot 

This all-in-one marketing, sales, and service software offer lead capture tools, including forms, pop-ups, and live chat. 

Pros: 

1. Integration with other tools: HubSpot offers a variety of lead capture tools, such as forms, pop-ups, and live chat, and they can easily integrate with other tools like email and CRM, which allows you to streamline your lead generation and management process.
2. Behavioral tracking: It allows you to track lead behavior, such as which pages they visit and actions they take, which can help you better understand their interests and needs and tailor your lead nurturing efforts accordingly.
3. Robust analytics: It provides detailed analytics on the performance of your lead capture campaigns, which can help you identify areas for improvement and optimize your lead generation efforts.

Cons: 

1. Steep learning curve: HubSpot offers a wide range of features and capabilities that can be overwhelming for some users to learn and navigate.
2. High cost for certain features: Some advanced lead capture features may require a higher-priced subscription plan, which can be a high cost for some businesses.
3. Limited customization: While HubSpot offers a wide range of lead capture templates and tools, there may be limitations on how much you can customize your forms or campaigns to match your brand and style.

Leadformly 

Leadformly’s user-friendly interface, A/B testing capabilities, and the ability to integrate with many CRMs make it a great choice for businesses that want to optimize their lead capture forms for higher conversion rates.

Pros: 

1. User-friendly interface: Leadformly makes it easy to create customized, high-converting forms with minimal coding.
2. A/B testing capabilities: It allows you to A/B test different form variations to determine which one performs better. This can help you optimize your lead capture forms for higher conversion rates.
3. Integrations: It integrates with many CRMs, which allows you to streamline your lead generation and management process.
4. Customizable: It allows you to customize your forms to match your brand and style.

Cons: 

1. Limited number of form templates: Leadformly has a limited number of form templates available, which may need to provide more flexibility for businesses with unique needs.
2. Lack of live support: This lead capture software needs to provide live support, which may be a disadvantage for users who need immediate assistance.
3. Cost: Leadformly can be costlier than lead-capturing software, which can be a concern for businesses operating on a tight budget.

Phase 2: Lead Appointment Scheduling 

Lead appointment scheduling refers to scheduling meetings or appointments with potential customers who have shown interest in a business's products or services. This typically involves a sales representative reaching out to a lead, either through email or phone and setting up a meeting or call to discuss the business's offerings in more detail. Lead appointment scheduling allows businesses to have face-to-face or personal interaction with potential customers, which can help to build trust and establish a deeper understanding of their needs. Here are our top recommendations for lead appointment scheduling- 

Salesforce Sales Cloud 

Salesforce Sales Cloud is a powerful lead management and sales automation software that includes appointment scheduling as one of its features. Its integrated lead management, automated workflows, and lead scoring can help streamline the lead management process. 

Pros: 

1. Integrated lead management: Salesforce Sales Cloud allows businesses to manage leads and appointments in one platform, which can help streamline the lead management process.
2. Automated workflows: This lead appointment scheduling tool allows businesses to automate lead nurturing and follow-up processes, which can help save time and increase efficiency.
3. Lead scoring: It helps businesses to score leads based on their behavior and engagement, which can help prioritize lead nurturing efforts.
4. Customizable scheduling options: It also has customized appointment scheduling options to fit their specific needs.
5. Mobile app: This tool is accessible via mobile app, which makes it easy for sales representatives to manage leads and schedule appointments on the go.

Cons:  

1. Steep learning curve: Some users have reported that Salesforce Sales Cloud can be difficult to navigate, especially for those new to the software.
2. Limited customization options: It may have limited customization options for scheduling and lead management compared to other software.
3. High cost: Salesforce Sales Cloud can be expensive, which may not be suitable for businesses operating on a tight budget.

Pipedrive 

Pipedrive is a popular lead management and appointment scheduling software known for its user-friendly interface and ability to handle a high volume of leads and appointments. 

Pros: 

1. User-friendly interface: Pipedrive has a visually appealing and intuitive interface that makes it easy for users to navigate and manage leads and appointments.
2. Customizable pipeline: It allows users to create custom pipelines, which can be tailored to their specific sales processes. This allows users to manage leads and appointments in a way that makes sense for their business.
3. Advanced filters and reporting: Filters leads and appointments by various criteria and provides detailed reporting capabilities, which can be helpful in tracking the progress of leads and identifying areas for improvement.
4. Integrations: Integrate with a variety of third-party tools, such as email clients, calendars, and payment processors, which can help users streamline their workflow and automate repetitive tasks.

Cons: 

1. Limited reporting capabilities: Pipedrive's reporting capabilities are less advanced than some lead management and appointment scheduling software, making it difficult for users to get a complete picture of their leads and appointments.
2. Additional cost for advanced features: Some of the advanced features of Pipedrive, such as Email tracking, Email Campaigns, and SMS Campaigns, are not included in the basic plan and require additional costs to access them.

Lead Squared 

LeadSquared is a popular lead management and appointment scheduling software that is known for its comprehensive lead management and appointment scheduling capabilities. 

Pros: 

1. Comprehensive lead management: LeadSquared provides a wide range of lead management features, including lead capture, lead nurturing, lead scoring, and lead segmentation, which can help users effectively manage and prioritize leads.
2. Advanced appointment scheduling: LeadSquared's appointment scheduling feature allows users to schedule appointments with leads easily, set reminders, and view appointment history, which can help increase the efficiency and effectiveness of the sales process.
3. Automation capabilities: This lead appointment scheduling software automates lead routing and leads nurturing workflows, which can help users save time and increase productivity.
4. Integrations: It integrates with a variety of third-party tools, such as email clients, calendars, and payment processors, which can help users streamline their workflow and automate repetitive tasks.
5. Advanced reporting: LeadSquared provides detailed reporting capabilities, which can be helpful in tracking the progress of leads and identifying areas for improvement.

Cons:

1. Complexity: LeadSquared has many features and capabilities, which can make it more difficult for users to navigate and understand, especially for those unfamiliar with lead management and appointment scheduling software.
2. Limited customization options: While LeadSquared allows users to create custom pipelines, the customization options are limited compared to lead management and appointment scheduling software.

Phase 3: Converting Leads to Sales

Converting leads to sales is turning potential customers who have shown interest in a product or service into paying customers. This process typically involves steps, including identifying and qualifying leads, nurturing leads through targeted communication and marketing efforts, and ultimately closing the sale. Effective conversion strategies include using targeted advertising, personalizing the sales pitch, offering incentives or discounts, and building trust and credibility with the potential customer. 

ClickFunnels

ClickFunnels is a popular sales funnel building software known for its easy-to-use, drag-and-drop interface and wide range of templates. Some of its pros include:

Pros: 

1. Easy to use: ClickFunnels has a user-friendly, drag-and-drop interface that makes it easy for users to create and edit sales funnels, even if they have no experience with web design or programming.
2. Built-in email marketing and CRM: The tool’s built-in email marketing and CRM capabilities allow users to nurture leads and manage relationships with customers easily.
3. Wide range of templates: Get pre-designed templates that can be easily customized to fit the needs of different businesses and industries.
4. Integrations: Integrates with a variety of third-party tools, such as payment processors, webinar platforms, and email marketing tools, which can help users streamline their workflow and automate repetitive tasks.

Cons: 

1. Limited customization options: While ClickFunnels allows users to create custom funnels, the customization options are limited compared to other sales funnel building software.
2. Lack of detailed analytics: ClickFunnels provides limited analytics capabilities, making it difficult for users to track the performance of their sales funnels and identify areas for improvement.

Leadpages

Leadpages is a popular sales funnel building software known for its easy-to-use, drag-and-drop interface and wide range of templates. 

Pros: 

1. Easy to use: Leadpages has a user-friendly, drag-and-drop interface that makes it easy for users to create and edit sales funnels, even if they have no experience with web design or programming.
2. Wide range of templates: It offers a wide range of pre-designed templates, which can be easily customized to fit the needs of different businesses and industries.
3. Integrations: Integrates with third-party tools, such as payment processors, webinar platforms, and email marketing tools, which can help users streamline their workflow and automate repetitive tasks.

Cons: 

1. Limited customization options: While Leadpages allows users to create custom funnels, the customization options are limited compared to other sales funnel building software.
2. Lack of detailed analytics: Leadpages provides limited analytics capabilities, making it difficult for users to track the performance of their sales funnels and identify areas for improvement.
3. Lack of CRM functionality: Leadpages need to have built-in CRM functionality, which can make it difficult for users to manage and nurture leads effectively.

Kartra

Kartra is a comprehensive all-in-one platform that includes various tools for building sales funnels, including website building, membership sites, video hosting, email marketing, and more. 

Pros:

1. All-in-one platform: Kartra is an all-in-one platform that provides tools for building sales funnels, which can help users streamline their workflow and automate repetitive tasks.
2. Built-in email marketing and CRM: Kartra includes built-in email marketing and CRM capabilities, which can help users easily nurture leads and manage customer relationships.
3. Integrations: Kartra can integrate with third-party tools, such as payment processors, webinar platforms, and affiliate management tools, which can help users streamline their workflow and automate repetitive tasks.

Cons:

1. Limited customization options: While Kartra allows users to create custom funnels, the customization options are limited compared to other sales funnel building software.

Increase form fills to meeting booking conversion by 2X with RevenueHero. 

The final goal of all demand generation strategies is increasing the bottom funnel. RevenueHero helps you increase the demo bookings on your reps' calendars using Instant scheduling and distribution features. Send contextual invites and timely reminders to make your meetings happen.