The 14 Best Contact Management Software Tools in 2022 (2022)

In a letter he wrote to Jean-Baptiste Le Roy in 1789, Benjamin Franklin famously wrote, "In this world, nothing can be said to be certain, except death and taxes... and a shared repository for customer contact information being helpful for sales teams of all sizes, industries, and structures."

The 14 Best Contact Management Software Tools in 2022 (1)

Alright, I admit I might have taken some creative liberty with the last part of that quote — but it doesn't make it any less true.

Being able to readily access and analyze customer and prospect data can make your sales efforts considerably easier and more effective. That's why contact management software is always an option worth exploring.

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"Contact management software" is a catch-all term for data management software that encompasses any kind of software that allows you to track prospect, customer, and vendor contact information and communication. This can include data like addresses, individual employees, associated companies, open quotes, orders, and sales history. It's a resource that can improve your sales efforts by simplifying and streamlining processes like outreach and lead qualification.

Best Contact Management Software

Here are some of the contact management software for small businesses followed by the best free and paid options available for any business.

Best Contact Management Software for Small Business

  1. HubSpot
  2. BIGContacts
  3. ActiveCampaign
  4. Freshworks
  5. Moosend
  6. Keap

1. HubSpot

Price: Free forever.

Get HubSpot's Completely Free CRM

HubSpot's free CRM is a contact management tool plus so much more. You'll never have to manually add or update contact records — HubSpot will take care of that for you after every interaction you have with a contact. Plus, contact records are enriched automatically with data from over 20 million businesses.

The CRM and contact management system is easy to get started with, use, and navigate. In addition to contact management, other notable features include pipeline management, reporting dashboards, company insights, deal tracking, email tracking and notifications, prospect tracking, meeting scheduling, and live chat.

The CRM is entirely free forever but you can upgrade at any time to a paid plan for more features as your business scales.

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Pro Tip: Get HubSpot's free-forever CRM platform that's easy to start, will scale with your business, and allow you to grow better.

2. BIGContacts

Price: Plans starting at $5 per user/mo.

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BIGContacts CRM simplifies contact management to help small businesses build customer relationships. The tool offers a detailed view of contact records including their phone numbers, location, emails, previous touches, transaction history, notes, and upcoming interactions. Any additional information can be stored under custom fields as well. These comprehensive contact records can be used to personalize various outreach communications and campaigns.

BIGContacts allows you to capture information from web forms automatically, eliminating manual effort and potential errors. The platform brings contacts and tasks to one place, making it easy to stay updated with upcoming activities.

The contact management CRM provides the functionality to tag and sort contacts through static and dynamic contact lists to improve segmentation. The tool integrates with several business applications such as accounting, analytics, and marketing tools so that you can manage everything related to your contacts from a single platform. BIGContacts also provides remote access, allowing you to keep tabs on your contacts from anywhere.

3. ActiveCampaign

Price: Plans starting at $15 per user/ mo.

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ActiveCampaign is a customer experience automation platform with a number of contact management features and capabilities.

ActiveCampaign pairs it's contact management capabilities with your customer lifecycle — the process begins with reaching and engaging your audience, then nurturing and educating them, followed by converting and closing them, and lastly, supporting their growth. In order to begin the process of contact management, the tool will have you create a contact list.

From there, simply add existing email contacts and then organize your contacts by list, tag, or custom field. ActiveCampaign will prompt you to build segments for your customers to allow you to target and personalize content for them. This contact management solution will help you segment based on communications like emails and forms, too — then, it'll identify and pull out behavioral actions that will teach you more about customers within those segments.

ActiveCampaign also provides case studies so you can learn about the ways that other companies similar to your own are using the software's contact management tools and how they segment their customers.

4. Freshworks

Price: Plans starting at $35 per user/ mo.

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Freshworks is a CRM and contact management system that helps you manage and nurture your contacts in order to create strong and lasting relationships with them. It automates contact data entry for you and provides 360-degree views of individual customers.

Freshworks tracks sales activities, manages sales tasks and appointments, and allows you to place calls or send emails without having to leave the tool. You can integrate with Google Workspace to access Gmail, Google Docs, Google Drive, and more all from Freshworks.

5. Moosend

Price: Plans starting at $9 per mo.

The 14 Best Contact Management Software Tools in 2022 (8)

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Moosend is an email marketing automation platform with advanced audience management features to keep your contacts organized. Moosend’s CRM capabilities will let you easily manage your contacts through the contacts dashboard, monitoring who is active and who bounced to optimize your strategy.

The platform’s advanced segmentation capabilities provide better in-depth customer information. You can easily tag your subscribers based on different criteria and the information you have collected to create content tailored to their needs. For example, Moosend’s custom fields personalize your subject lines and content based on your customers’ names, birthdays, locations, and more.

Moosend’s lead generation tools will also help you expand your mailing lists by converting newsletter sign-up forms and landing pages. You can automate your contact management through marketing automation by creating specific automated workflows that will keep your list clean and engaged based on user actions.

6. Keap

Price: Plans starting at $79 per user/ mo.

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Keap is a CRM and sales and marketing platform with a client management solution for small businesses. Client activity and communications are centrally located and the tool automates follow-ups, contact record creation. and contact record updates for you. Your communications with contacts (such as forms, emails, and sales follow-ups) can all be personalized quickly as well using the contact data that's stored in Keap.

Integrate Keap with Gmail or Outlook so all of your email interactions are automatically updated within the associated contact's record. There are also a wide variety of other business tools and software you can integrate with Keap so all of your data is up-to-date and accessible from a single location.

Next, let's dive into the best free and paid contact management software for all businesses — from small to mid-size to enterprise.

Best Free and Paid Contact Management Software

  1. HubSpot CRM Platform
  2. Zoho Contact Manager
  3. Bitrix24
  4. Streak
  5. Pipedrive
  6. Nimble
  7. Nextiva
  8. Nutshell

1. HubSpot CRM Platform

Price: Free and paid plans starting at $45 for two users/ mo.

The 14 Best Contact Management Software Tools in 2022 (10)

The HubSpot CRM platform's contact management tools are designed to remove friction from your sales processes, streamlining your sales efforts and giving your reps more time and flexibility to close deals.

Similar to the free version of the CRM, the platform automatically enriches your contact records with data from over 20 million businesses. It also notifies you when prospects open your sales emails or visit your website. HubSpot includes other contact management staples like prospecting tracking tools, meeting scheduling, and live chat (which both your sales and service teams can benefit from).

We chatted above about the free-forever version of HubSpot — if you're a startup or small business, you may start with that version of the software and then scale into a paid version of the sales CRM. This allows for seamless growth with your contact management system as your business scales (along with a host of other features and tools that are ideal for your sales, marketing, and service teams).

2. Zoho ContactManager

Price: Free and paid plans starting at $15 for 15 users/ mo.

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The value of Zoho ContactManager is in its simplicity — it's easy to operate without sacrificing power or functionality. It allows you to maintain your contacts in a centralized address book and provides a comprehensive view of any communication you have with those people.

Emails, tasks, and notes specific to your individual contacts are all accounted for and easy to access. It also features tools that help you apply the information gathered during those communications to your sales efforts.

The most basic version of the platform is free to use and can accommodate 500 contacts for an individual user. That plan is ideal for small businesses, startups, and freelancers. Meanwhile, Zoho's paid subscriptions offer more flexibility and features.

3. Bitrix24

Price: Free and paid plans starting at $17 for two users/ mo.

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Bitrix24's contact management software's suite of features extends beyond what you may typically expect from this kind of platform. It contains standard contact management resources, including a centralized database for collecting and tracking prospect and customer contact information.

The tool also automatically logs and records all phone calls reps place or receive. The same goes for email communications — if you sync your email address with the platform, your entire history of email exchanges will be stored in your Bitrix24 contact manager.

If you're interested in a free solution with functionality that generally isn't available with a standard contact management software, Bitrix24 may be worth considering. As your business grows and you want more out of your contact manager, Bitrix24's paid options can accommodate your needs at reasonable price points.

4. Streak

Price: Free and paid plans starting at $15 per user/ mo.

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Streak's contact management tools can be integrated within your Gmail inbox, working alongside all other Google Workspace applications. The software also allows you to both maintain and share a timeline of customer contacts and communications. This can include information about email records, call logs, files, notes, and tasks.

Streak offers custom views of your sales pipeline. You can search, filter, group, and sort your contact data in any configuration as well as save those results in custom views and share that data with your team.

Streak is an accessible software, designed to easily integrate with your Google applications. It's free for personal use but there are professional and enterprise-level options for a charge.

5. Pipedrive

Price: Plans starting from $12.50 per user/ mo.

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Pipedrive CRM is decidedly sales-oriented, and its contact management resources reflect that. The contact management features are meant to enable hard sales with data and automation. They add a new degree of insight and intelligence to a company’s sales efforts by gathering smart contact data and automatically pre-qualifying leads.

The platform includes tools that can retrieve web-data about your contacts from online sources like LinkedIn. Using this information, the platform can give you insight into the viability of pursuing the leads you gather.

6. Nimble

Price: Plans starting at $25 per user/ mo.

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Nimble CRM’s contact management features allow you to access all your contacts — across any mobile, cloud-based, or desktop records — in a single relationship manager.

Nimble’s prospecting tool automatically displays all contact information and company details for prospects and customers, including all emails, social interactions, messages, notes, and calendar events you may have exchanged with them.

The platform works seamlessly with Google Workspace and Office365 and features over 100 app integrations. It’s a powerful, versatile tool for keeping tabs on your contacts, how you reach them, and how they might fit into your overall sales efforts.

7. Nextiva Customer Relationship Suite

Price: Plans starting from $24.95 per user/ mo.

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The Nextiva sales CRM’s robust suite of features includes contact management resources that are available across all of their plans. Even their most basic subscription includes tools for maintaining email history, notes, and call logs.

Together, these resources can help you track your customers’ contact information and communication history while taking the stress out of processes like follow-up and outreach. With Nextiva, you'll have access to a wide array of features including follow-up automation, surveys, live chat, and analytics.

8. Nutshell

Price: Plans starting at $22 per user/ mo.

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Nutshell acts a central repository for all your company’s customer knowledge and data. It's a single location for you and your team to store and reference contact details, call notes, and email conversations with customers. The tool's contact management infrastructure — paired with its powerful sales automation tools — can help you streamline your sales process and easily qualify leads.

Nutshell also integrates seamlessly with applications like Slack and Google Workspace and is designed to suit the needs of businesses of every size.

Choose Your Contact Management System

No matter how big your business is, what you sell, or how your sales team is structured, you're bound to have contacts you need to track and manage. If you haven't already invested in contact management software for your business, you should strongly consider some of the options listed above.

And remember, nothing in life can be said to be certain, except for death, taxes, and high-quality contact management software making life easier for salespeople.

Editor's note: This post was originally published in February 2020 and has been updated for comprehensiveness.

Topics: Choosing a CRM Contact Management Software

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FAQs

Does Microsoft have a contact management tool? ›

With web-based contact management, you can have easy access to everything you need, all in one place. Here are four ways to promote your business, services and availability, while keeping track of appointments, pricing and customer preferences with contact tracking software: Take advantage of easy online scheduling.

Which is the best lead management software? ›

The 7 Best Lead Management & Tracking Software ranked
  • 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.

Which CRM has the best customer service? ›

The Best CRM Software of 2022
  • Best for Communication: Freshsales.
  • Best for Integrations: HubSpot CRM.
  • Best for Remote and Hybrid Teams: Zoho CRM.
  • Best for Cross-Platform Integrations: Quickbase.
  • Best for Customer Support: Sage CRM.
  • Best for Customization: Insightly.
  • Best for Midsize Businesses: SugarCRM.
6 days ago

Is there a totally free CRM? ›

HubSpot is the free software stalwart for CRM and marketing software. The free HubSpot option is a combination of HubSpot's CRM, marketing, sales, and services tools. It's as well suited for sales teams in need of CRM, as it is suited for marketers to automate communications.

Can I use Office 365 as a CRM? ›

One main advantage in picking a CRM based on Microsoft SharePoint and Office 365 is the cost-effectiveness. For businesses who already own a SharePoint and Office 365 subscription, setting up a CRM based on these platforms/tools does not require huge investment.

Does Office 365 include a CRM? ›

With Dynamics 365, you get a flexible solution that's customizable to suit your business requirements. Choose a stand-alone application to meet the needs of a specific line of business or use multiple CRM tools that work together as a powerful integrated solution.

What is CRM lead management? ›

CRM lead management helps you identify which leads are most likely to convert. CRM lead management software also enables you to pinpoint where prospects are entering your funnel.

What is lead management tools? ›

Lead management software helps organizations qualify incoming leads, analyze and nurture them so that they can be converted into new business opportunities. In a typical sales process, leads from multiple channels enter your lead management system, and the sales-ready leads are converted into deals.

What is the number 1 CRM in the world? ›

Align customer needs and grow your business with Salesforce Customer 360, the world's #1 CRM.

What is the most commonly used CRM software right now? ›

Undeniably the most popular name in the CRM industry, Salesforce has everything your business could ever need. Its Sales Cloud Professional edition offers features like rules-based lead scoring, campaign management, and unlimited custom applications.

Is Zoho completely free? ›

Zoho's Free CRM Software - rich in features, free of cost. Zoho offers a fully-featured free edition of its flagship CRM software. That's right–robust features for sales and marketing, powerful integrations, and secure cloud storage, all for free.

Is Google a CRM? ›

While Google doesn't offer its own customer relationship management (CRM) software, many professionals need a CRM that integrates flawlessly with Google's software because they rely on Google apps for many of their business processes.

Is SharePoint a CRM tool? ›

It is a separate CRM solution built on Microsoft Teams and SharePoint. SP CRM is a simple yet full-featured CRM built on Office 365 that provides a complete view of the sales pipeline and activities. It supports the entire life cycle from campaign to lead capture, opportunity tracking and account management.

Does Microsoft Outlook have a CRM? ›

Outlook is a popular email and calendar platform that integrates with some of the top customer relationship management (CRM) software. The best Outlook CRM integrations let users track emails, synchronize calendars, and manage contact data between both systems seamlessly.

Is Microsoft Dynamics CRM free? ›

Try it free and learn how these intelligent business applications go beyond traditional CRM and ERP to help you adapt, innovate, and delight every customer.

Does Microsoft have a CRM platform? ›

Microsoft Dynamics CRM. Microsoft Dynamics CRM is available as a cloud offering or an on-premises installation. As with CRM 4, this version can be highly customized using advanced extensions.

Is Azure a CRM software? ›

Azure also has the flexibility to introduce new CRM features over time, without new equipment costs. With a headless cloud-based system like Azure, you can develop software and deploy from anywhere in the world, to anywhere in the world.

Is Microsoft teams a CRM? ›

A Microsoft Teams CRM will streamline the communications with prospects, enable the team to sell more, quickly connect with more prospects, and optimizing more internal processes.

What is a CRM software system? ›

What is a CRM system? It's a platform that connects your different departments, from marketing to sales to customer service, and organizes their notes, activities, and metrics into one cohesive system. Every user has easy, direct access to the real-time client data they need.

What is CRM full form? ›

What is a lead lifecycle? ›

Fundamentally, the lead lifecycle is the entire process by which leads are evaluated, segmented, qualified, and make their way to your sales team. The process begins the moment a prospect engages with your website all the way until they become a sales qualified opportunity.

How do you keep track of leads? ›

We compiled six easy ways to track your marketing leads so you have greater visibility of where they came from, and how much revenue they convert into.
  1. Call tracking and marketing attribution.
  2. UTM tracking and Google Analytics.
  3. Asking leads directly.
  4. Hidden form fields.
  5. Using CRM systems.
  6. Using promo codes.
5 Jan 2022

How do you find CRM leads? ›

How to Improve Lead Generation With CRM
  1. Build a Sales Pipeline. Use the sales pipeline feature of CRM to manage your leads. ...
  2. Make Use of Automation Tools. ...
  3. Store Data for Future. ...
  4. Improve Marketing. ...
  5. Integrate Social Media Channels. ...
  6. Follow-up on Time.
30 Sept 2021

Can HubSpot generate leads? ›

Using HubSpot, you can convert your website visitors into leads—and eventually into paying customers. Lead generation is the process of finding and converting casual browsers into potential customers. A lead is broadly defined as someone who has indicated interested in hearing more about your services.

What is lead tracking software? ›

This tracking helps sales teams know whether a lead or prospect is on a path to closing. Many companies choose to use software that streamlines this process and uses automation to encourage leads through the sales process with workflows and targeted marketing.

What is lead generation software? ›

What is a lead generation system? Lead generation software is a time-saving marketing and sales app that lets you automatically generate more leads and route them to the proper team. It helps you increase brand awareness, attract more qualified leads, and close more sales deals.

What is opportunity in CRM? ›

What is opportunity management in crm? Opportunity management is the process of tracking all opportunities for potential sales and converting them into recurring revenue.

Why is Salesforce No 1 CRM? ›

One of the reasons that Salesforce is so popular is that it is packed with features like no other CRM software; features such as contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics and an intuitive, mobile-ready dashboard.

What is an example of a CRM tool? ›

1. HubSpot. HubSpot is a CRM platform —meaning, it tracks customer relationships as well as facilitates marketing, sales, and service processes.

Is Oracle a CRM? ›

Oracle CRM is a customer relationship management system created by Oracle Corporation. It includes a number of different cloud applications that can be deployed together or used individually to analyze customer data and help companies connect and manage sales, marketing, and customer support.

Does Apple use CRM? ›

Additionally, Apple CRMs let users access their CRM system through the Safari search browser and iPhone device, plus integrate with Apple software tools like Apple Mail, Contacts, and Calendar.

What is a good CRM? ›

A good CRM system generates a sales forecast for you, making it easier to predict revenue and manage your team's pipeline. Customer segmentation. Segment your contacts by properties such as location, deal size, close date, and more, to find the warmest leads to focus on. Scaling a sales process.

What companies have good CRM? ›

Top 5 examples of CRM implementation in organizations
  • Apple CRM. Customer Relationship Management plays a pivotal role in Apple's growth strategy. ...
  • Coca-Cola CRM. Coca-Cola uses CRM to promote collaboration and deal with customer issues quickly and efficiently. ...
  • Amazon CRM. ...
  • Activision CRM. ...
  • Tesco CRM.

What is the best affordable CRM? ›

Top 7 Cheap CRM Systems in 2022
  • HubSpot.
  • Zoho.
  • Freshsales.
  • monday.com.
  • Salesforce.
  • Zendesk.
  • Pipedrive.
  • Our Methodology.
31 Mar 2022

How many CRM softwares are there? ›

There are three main types of CRM systems: collaborative, analytical, and operational.

Which sales CRM is best? ›

More videos on YouTube
  • Pipedrive. Pipedrive sales CRM software is a small business-focused solution with multiple sales handy functions. ...
  • HubSpot. HubSpot CRM software seems to have prepared well to cater to your needs. ...
  • Salesforce. There are no doubts you have heard about Salesforce. ...
  • Zoho. ...
  • Salesmate. ...
  • Streak. ...
  • OnePageCRM. ...
  • Zendesk.
5 days ago

Is Salesforce a CRM? ›

Salesforce offers the world's leading cloud-based CRM software, offering a range of innovative and far-reaching CRM solutions that can be effectively customised to the requirements of businesses of all sizes, from global enterprises to start-up micro-enterprises.

How do I use Excel as a CRM? ›

How to use Excel as a CRM in 4 easy steps
  1. Download our free CRM Excel template. ...
  2. In the Opportunities sheet, delete sample data and add your own. ...
  3. Define your own sales process and opportunity stages. ...
  4. Modify opportunity status and opportunity stages in the Settings sheet.
20 Sept 2022

Is HubSpot CRM really free? ›

HubSpot CRM has free tools for everyone on your team, and it's 100% free. Here's how our free CRM solution makes your job easier ...

Why Zoho is the best? ›

Zoho At a Glance

And the interface is intuitive and clean, which makes it even easier to learn to use. This is just one reason why Zoho CRM tops our list of the best CRM software for small businesses. The free plan allows up to three users to track contacts, leads, accounts and deals.

What are the disadvantages of Zoho CRM? ›

Zoho CRM cons
  • Requires a lot of customisation to get started.
  • Limited customer support.
  • Forms aren't optimised for conversions.
  • Zoho offers a lot of features but the depth of their functionality proves limited as your demands increase.
4 Oct 2021

How much is Zoho monthly? ›

Standard— $14/user/month. Professional— $23/user/month. Enterprise— $40/user/month. Ultimate Edition— $52/user/month.

Can I use Gmail as a CRM? ›

In fact, you can turn your basic Gmail account into a CRM system quicker than you can say Gmail CRM. In this article, we'll uncover how to organize and manage customer data inside Gmail, save email templates and send bulk emails from Gmail, and bring your team together inside Google apps.

Is Wix a CRM? ›

Operational CRM

Ascend by Wix is an effective solution for small businesses that incorporates these features into your website. The platform includes email marketing tools, live chat, marketing automation and more.

Is Gmail a CRM tool? ›

Gmail CRM (or Google CRM) integrates directly into your inbox and brings powerful CRM functionality to your favourite email platform. Small businesses choose Gmail CRM because it helps them focus their attention on caring for, and nurturing, their clients and leads.

What is lead generation software? ›

What is a lead generation system? Lead generation software is a time-saving marketing and sales app that lets you automatically generate more leads and route them to the proper team. It helps you increase brand awareness, attract more qualified leads, and close more sales deals.

How do you manage leads in HubSpot? ›

7 effective ways to manage leads in HubSpot
  1. Segment your audience.
  2. Get updates with an Automated Internal Notification (workflow)
  3. Don't forget to add Forms.
  4. Engaged prospects with Live Chats.
  5. Try default properties in HubSpot.
  6. Don't forget to tailor the right content.
  7. Send emails in a recipient's time zone.

What is a CRM software system? ›

What is a CRM system? It's a platform that connects your different departments, from marketing to sales to customer service, and organizes their notes, activities, and metrics into one cohesive system. Every user has easy, direct access to the real-time client data they need.

What is lead tracking? ›

Lead tracking is the process that entails identifying the sources of prospects, evaluating the stages of the sales funnel, and taking certain actions to close the deal. It helps marketing teams obtain more qualified leads, create effective marketing campaigns, and boost sales.

Which tool creates best quality leads? ›

OptinMonster is the best lead generation tool that makes it easy to convert your visitors into leads and customers. It doesn't matter what kind of website you run and what kind of leads you're looking for. OptinMonster comes with the right solution for building campaigns to collect quality leads for your unique needs.

What is the best lead generation site? ›

Here is the list of top 10 lead generation websites:
  • HubSpot. Hubspot is one of the popular and informative lead generation websites in 2022. ...
  • AeroLeads. ...
  • B2B Lead Blog. ...
  • DeskMoz. ...
  • Traffic Generation Café ...
  • Convince and Convert. ...
  • Marketo. ...
  • Point Clear.
3 Mar 2020

What is the best lead generation company? ›

The Best B2B Lead Generation Companies
  • Belkins. Drive Your Growth With Belkins. ...
  • CIENCE Technologies. Human-driven & Machine-powered Lead Gen Services. ...
  • Martal Group. N. ...
  • Strategic Sales & Marketing. MAJOR ACCOUNT LEAD GEN SINCE 1989 - US BASED. ...
  • Callbox. LEAD MANAGEMENT SOLUTIONS. ...
  • UAM. ...
  • SocialBloom. ...
  • Cleverly.

Can HubSpot track leads? ›

HubSpot's CRM platform makes it easy to generate, organize, and track leads.

Can HubSpot generate leads? ›

Using HubSpot, you can convert your website visitors into leads—and eventually into paying customers. Lead generation is the process of finding and converting casual browsers into potential customers. A lead is broadly defined as someone who has indicated interested in hearing more about your services.

How do you keep track of leads? ›

We compiled six easy ways to track your marketing leads so you have greater visibility of where they came from, and how much revenue they convert into.
  1. Call tracking and marketing attribution.
  2. UTM tracking and Google Analytics.
  3. Asking leads directly.
  4. Hidden form fields.
  5. Using CRM systems.
  6. Using promo codes.
5 Jan 2022

What is the most commonly used CRM software right now? ›

Undeniably the most popular name in the CRM industry, Salesforce has everything your business could ever need. Its Sales Cloud Professional edition offers features like rules-based lead scoring, campaign management, and unlimited custom applications.

What are the three types of CRM? ›

There are three main types of CRM systems: collaborative, analytical, and operational. Here's how to choose the best one for creating better conversational customer experiences for your customers.

What is a good CRM? ›

A good CRM system generates a sales forecast for you, making it easier to predict revenue and manage your team's pipeline. Customer segmentation. Segment your contacts by properties such as location, deal size, close date, and more, to find the warmest leads to focus on. Scaling a sales process.

Why is it important to track leads? ›

Lead tracking helps sales and marketing professionals collaborate to find more qualified potential customers, close more deals, and earn more revenue for the business. What's more, with lead tracking, you can reduce the amount you're spending on lead acquisition strategies not delivering the right results.

What is lead scoring in digital marketing? ›

Lead scoring is a methodology used by sales and marketing departments to determine the worthiness of leads, or potential customers, by attaching values to them based on their behavior relating to their interest in products or services.

What is lead qualification? ›

Lead qualification is where businesses decide which potential customers are most likely to make a purchase. It's a crucial part of the sales funnel, which frequently gathers several leads, but only converts a fraction of them.

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