CRM and sales lead management software

What is lead management software

Lead management is a crucial activity for a successful sales organization as every lead needs special care and attention if they are going to convert into a paying customer.

Sales lead management software helps salespeople make the most out of each opportunity, using dedicated features that help with lead generation, qualification and prioritization.

Pipedrive’s lead management features include Leads Inbox, Web Forms, Chatbot, Prospector, Web Visitors and many more, enabling our customers to

  • Increase the number of deals in their pipeline by an average of 93%

  • Increase the average value of their closed deals by 21%

  • Reduce the time it takes them to close a deal by 46%

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Popular lead and deal management features


Pipeline management

Pipeline management is the core of a sales CRM’s functionality. Still, not all provide the same value. Some lack sales lead management features while others are overly technical and difficult to get used to.

Pipedrive’s visual and intuitive interface makes pipeline management a breeze. Unlike many other lead management CRMs, with Pipedrive you can create and customize as many pipelines as you need to reflect your unique sales process.

To improve your sales momentum and boost your conversion rate, Pipedrive focuses on activities. For example, colored cues mark deals that require your attention and overdue activities, so you always know what to tackle first.

Finally, to help you make better, more informed business decisions, you can use Pipedrive’s statistics tool to extract just about any piece of data in seconds.



Intuitive design


Deal and lead labels

Allow your team to add color-coded labels to each deal to help you organize your data and speed up your sales process

Import leads and deals

Import your leads in bulk from a spreadsheet with Pipedrive’s importing function

Product catalog

Create a customizable catalog of your company’s goods or services, including costs, notes and more

Deal rotting

Get notified when a deal stays idle for longer than the defined rotting period


Leads Inbox

You may know this situation firsthand: you’ve just launched a new campaign, leads are flowing into your pipeline and are clogging its first stage. While you’re happy with your new leads, the clutter that’s been created is distracting you from deals that require attention.

Pipedrive’s Leads Inbox is a tool that helps you declutter your CRM and improve your pre-sales communication with prospects. Store incoming leads in the Leads Inbox until you are ready to qualify them. You can use the tool to filter, sort and edit your leads, as well as add activities to prevent them from getting cold. If you want to transfer new leads from your Leads Inbox to your email, you can use our Smart BCC or email sync features. Once a lead is qualified, you can easily convert it to a deal and move it to your pipeline.



Your business website is an important source of new leads, as it attracts visitors who have a high purchase intent. Engaging with your web visitors can significantly improve your lead generation. Pipedrive offers two chat options to help you qualify web visitors and turn them into hot Pipedrive leads:

  • Chatbot is a conversational pop-up that interacts with web visitors automatically and around the clock. You can customize its questions, replies and its design, then use it to collect your prospects’ data and pre-qualify leads.

  • Live Chat is an extension of the Chatbot feature. Assign chats to your sales reps right away or after they’ve been qualified by the Chatbot.

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Web Forms

Web forms are one of the most common ways for web visitors to get in touch with a business and for the business to collect visitors’ data and drive more leads.

With Pipedrive’s lead management software, you can create highly-customizable web forms, embed them on your website or share them via a link. You can even filter and prioritize your leads by adding qualifying questions.

Leads that come in via Web Forms will be imported into your pipeline, your contacts or your Leads Inbox – your choice. You will also receive an email notification so that you can follow up with the lead while they’re still hot.

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Smart Contact Data

It’s always good to know a bit more about your leads, but who has time to delve into every single one? Luckily, you don’t need to. Pipedrive’s lead information system has got you covered!

With Pipedrive’s Smart Contact Data, you can import valuable information from the web with just one click. The feature uses your contacts’ email addresses to collect information they share online.

With a clear picture of your potential customers and their needs, you can tailor your sales pitch, make your offering stand out and improve segmentation. Ultimately, following this strategy will help you with your sales leads management, increase conversions and save valuable time.

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Custom filters/grouping

Set up personal filters in Pipedrive and share them with other people to filter data collectively

Contact timeline

Use a visual representation of your activities with contacts over time for follow-up

Web Visitors

Track visitor activity on your website to track and identify the companies most likely to turn into customers

Live Chat

Engage directly with your website visitors and personalize your lead qualification process


Messaging Inbox

If you use social media to communicate with your prospects, you probably have first-hand experience with importing communications from WhatsApp or Facebook to Pipedrive. But the importing process, copy-pasting and switching between apps is a tedious, time-consuming process. Most importantly, it’s avoidable!

With Pipedrive’s Messaging Inbox, you can

  • See all Facebook Messenger conversations in Pipedrive
  • Assign Facebook conversations to team members
  • Create a new contact or link a chat to an existing one
  • Reply to leads, deals and contacts’ messages
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Join over 100,000 companies

The benefits of lead management software

Pipedrive is designed to:

  • Generate more leads
  • Qualify leads automatically
  • Prioritize leads
  • Increase conversion rate
  • Enhance your deal value
  • Close deals faster

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

Leads and deals FAQ

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