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Lead follow-up software

Build trust and close more deals

No matter how promising your leads are, not following up with them can result in missed revenue.

The right lead follow-up software helps salespeople and marketers deliver relevant information at the right time to move potential customers through the sales funnel.

Pipedrive’s task scheduling, activity reminders and sales automation features help you nurture leads and fulfill prospect needs with minimal effort.

Automate repetitive lead management work, assign follow-up tasks, schedule meetings and shorten your sales cycle to increase productivity and grow revenue.

14-day trial. Zero cost. Full access. No credit card required.

Lead follow up software

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What to look for in lead follow-up software

What to look for in lead follow-up software

A lead management tool with unnecessary or unhelpful features can slow down your team.

To find a lead management system that helps you capitalize on every sales opportunity, prioritize these key features:

Schedule reminders for lead management and follow-up tasks

Missing any task during the lead nurturing stage can cost you a sale.

Activity reminder emails and mobile app notifications keep prospects engaged throughout the sales journey.

Sales Assistant is Pipedrive’s notification system that presents timely insights and advice to help salespeople stay productive and win deals.

Sales Assistant
Contacts

See a visual history of each contact’s interactions

Asking leads to repeat information can cause frustration and damage customer relationships.

Contact timelines give sales, customer support and marketing teams immediate background on every buyer, with full visibility of phone calls, emails and social media correspondence.

Add value at all buyer touchpoints and move leads through the sales funnel with Pipedrive’s smart communication features.

Save time with automated follow-up emails

The longer salespeople spend writing follow-up emails, the less time they have to build effective sales strategies.

The best lead management software automates lead capture and follow-up tasks, giving you more time for complex or urgent sales activities.

Capture high-quality leads and automatically send personalized emails whenever deals are created or reach certain stages with Pipedrive’s automation feature.

Automation workflow
Segmentation of leads

Segment leads for targeted, personalized interactions

As your customer base grows, it becomes more difficult to provide the personalized buying experiences leads expect.

Segmenting contacts into groups based on demographic data, purchase histories and other insights allows you to send helpful content to the right people at the right times.

Ensure every lead feels seen and valued by your brand with Pipedrive’s email and market segmentation tools.

Tailor your lead follow-up software with third-party integrations

Pipedrive’s integrations, apps and add-ons make it easy to build a CRM and lead follow-up system that matches your needs.

Slack

Get automatic updates on new and closed deals in your team’s preferred messaging channel using the Dealbot for Slack app

Facebook messenger
Facebook Messenger

Manage Facebook business communication without leaving Pipedrive using the Facebook Messenger integration

Zoom app
Zoom Meetings

Schedule, launch and manage video meetings from Pipedrive to focus on selling with the Zoom Meetings integration

Campaigns
Campaigns

Capture your leads’ attention with customizable email templates, track clicks and analyze success with Campaigns by Pipedrive

Web visitors
Web Visitors

Identify organizations that engage with your content to discover more qualified leads with the Web Visitors add-on

Google Calendar
Google Calendar

Keep track of upcoming business and personal tasks and stay on top of appointments with Pipedrive’s Google Calendar app

How Belkins saves 50 hours a week with Pipedrive’s task creation and follow-up features

Belkins wanted to keep its pipelines clean and customer data accurate and considered tools like Salesforce and HubSpot’s CRM system, but Pipedrive came out on top.

Pipedrive’s task and pipeline management features help the team track sales opportunities from a single location.

“We have ten sales reps saving five hours per week managing pipelines, which results in 50 hours per week saved for the entire sales team.”

Read the full case study

Belkins Case Study

LeadBooster add-on

Get more leads with this powerful and easy-to-use lead generation toolset. In addition to Chatbot and Live Chat you can engage inbound leads with your Web Forms, or find outbound leads with Prospector. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:

Chatbot

Live Chat

Prospector

Web Forms

Chatbot

Live Chat

Prospector

Web Forms

Starting from

$32.50

per company per month, billed annually
or $39 per company per month, billed monthly

Lead follow-up software FAQs

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Maintain engagement throughout the customer lifecycle with Pipedrive’s lead follow-up software