A sales lead is a potential customer interested in purchasing your products or services. A lead could be a person, agency or business. A person becomes a lead when they make contact with your business, for instance by providing their contact information.

What is sales lead tracking software?

Lead tracking software enables sales and marketing team members to position leads and prospects in the funnel and reach them with the right engagement at the right time.

How do lead management and tracking work?

In the sales cycle, new leads move through the sales pipeline in a predictable manner. Leads are captured and qualified according to how “hot” they are, or how likely they are to buy. This enables salespeople to prioritize the best leads. After lead capture and qualification, the qualified lead is then nurtured. Throughout this process, a business builds a relationship with the lead and encourages them to become a customer. Throughout the sales cycle, sales lead tracking enables sales and marketing teams to see how the pipeline is flowing, identify bottlenecks and improve the sales process for better results.

Why is Pipedrive an ideal lead-tracking solution?

Pipedrive combines customer relationship management with advanced lead tracking capabilities at an affordable price point. Pipedrive can help large and small businesses streamline their sales processes, increase conversion rates and build stronger relationships throughout the customer journey.

Lead tracking software

Boost conversions and customer loyalty

Keeping leads moving through the sales pipeline is crucial to business growth. Without the right solutions, prospective customers might be overlooked or lost in the process.

Lead tracking software lets you monitor leads as they move through the sales funnel. Pipedrive’s all-in-one lead tracking CRM keeps all your prospect, lead and customer data in one place.

An intuitive dashboard and real-time insights let you see where leads are in your pipeline. Automations streamline your workflows and encourage leads to move through the funnel so you close more deals and turn leads into loyal customers.

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

Sales lead tracking software features

Customizable CRM software

Tailor your CRM to your unique business needs. Standardize and optimize your processes to reduce errors and avoid lost opportunities.

Painless lead management

Organize lead data using custom fields and filters and prioritize your sales and marketing efforts.

Seamless CRM automation

Avoid unnecessary manual work and boost productivity with automation software.

Real-time insights

Identify trends in your pipelines, optimize your sales strategies and meet your objectives with actionable sales reporting.

Easy data import

Easily import customer data and contact information from a spreadsheet or migrate from other CRMs like Salesforce, HubSpot, Zoho and more.

Simplified email marketing

Automate outreach and follow-ups, establish brand loyalty and perfect your email marketing strategy.

What is lead tracking software and how does it help?

Lead tracking tools optimize your efforts from the first interaction with a prospect by showing you their progress toward closing a deal.

Effective lead tracking software helps you:

Take meaningful actions. Use key insights to build a strategy around your leads’ preferences and activities so your sales team knows how to reach them to close more deals.
Prioritize sales-ready leads. Find out which leads are closest to a sale and target them first.
Make pipeline projections. Get extended pipeline forecasts and optimize pipeline management for more sales.
Optimize your marketing campaigns. Focus on the strategies that convert and move your leads through the sales funnel with less friction.

Keep leads from slipping through the cracks

Failure to track leads means missed opportunities, and every lead you lose is picked up by your competitors.

Pipedrive helps you automatically assign leads to specific reps or teams and organize them into pipelines. Our automatic assignment and custom pipelines prevent bottlenecks, improve lead scoring, increase response times and accelerate the sales cycle.

Give your leads the care they need with a CRM and pipeline management software.

Manage your leads from a single dashboard

Switching between apps to perform basic functions wastes valuable time.

Pipedrive helps you manage every sales activity to drive sales and boost customer loyalty. Track key metrics, send emails, make phone calls and coordinate with other sales reps on one intuitive platform.

Make it easy to manage and progress leads with Pipedrive’s all-in-one CRM platform.

Get key lead information when you need it

Making the right decision at the right time is impossible if you’re accessing conflicting, out-of-date or incorrect data sources.

Pipedrive lets you store customer and lead data across all touchpoints and departments so your sales reps have a single source of truth.

Use real-time sales reporting to understand what’s working and why.

Use integrations and add-ons to improve lead management and boost sales

Integrations and add-ons can make your lead tracking system even more effective. Pipedrive seamlessly integrates with hundreds of apps to help you manage and communicate with your leads and customers.

Dealbot for Slack

Let your teammates know about key activities and avoid back-and-forth email chains. Keep your business conversations in one place with the Dealbot for Slack integration.

WhatsApp by Twilio

Create and manage contacts and conversations directly from Pipedrive’s Messaging inbox. Streamline customer communications with WhatsApp by Twilio.

Zapier

Automatically sync data between apps and set workflows with no manual work. Link your tools more effectively with the Zapier integration.

Campaigns by Pipedrive

Create beautiful email communications and keep your leads engaged. Send and track high-quality email campaigns from your Pipedrive account with the Campaigns add-on.

Zoom Meetings

Easily schedule calls with leads, send meeting links and log call activities. Enter and manage Zoom calls from Pipedrive with the Zoom Meetings integration.

Trello

Organize your projects, manage timelines and keep your teammates up-to-date. Simplify task management with the Trello integration.

Generate, manage and nurture leads with Pipedrive’s LeadBooster add-on

LeadBooster is Pipedrive’s purpose-designed lead generation add-on. Here’s how LeadBooster gives you more control over lead management:

Chatbot. Employ Pipedrive’s round-the-clock conversational Chatbot to automate customer engagement and lead qualification.
Live Chat. When a customer needs a sales rep, easily take over from the Chatbot from any device, anywhere.
Web Forms. Provide easy-to-build, embeddable, shareable forms that your inbound leads can use to give you their contact information free of hassle.
Prospector. Easily find your next prospect with a database of over 400 million profiles and 10 million companies, optimized to your ideal customer.

Learn more about our lead management software

How Chicago Athletic Club uses Pipedrive to manage leads

Chicago Athletic Club used to rely on Excel sheets to track leads, follow-ups and calls. With this system, tracking leads was a nightmare and customers often got lost in the shuffle.

After implementing Pipedrive’s cost-effective CRM and lead management tool, they saw immediate benefits. With Pipedrive, they could easily track activities, share information and access real-time information with the click of a button.

“Pipedrive is an intuitive, customizable prospect tracking tool that definitely pays for itself. It keeps you on top of each and every action necessary to close every deal in a timely manner and ultimately increase your bottom line.”

- Kellan Strobel, Membership Advisor at Chicago Athletic Club

Read the case study

Lead tracking FAQs

In the sales cycle, new leads move through the sales pipeline in a predictable manner. Leads are captured and qualified according to how “hot” they are, or how likely they are to buy. This enables salespeople to prioritize the best leads.

After lead capture and qualification, the qualified lead is then nurtured. Throughout this process, a business builds a relationship with the lead and encourages them to become a customer.

Throughout the sales cycle, sales lead tracking enables sales and marketing teams to see how the pipeline is flowing, identify bottlenecks and improve the sales process for better results.

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