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CRM and sales lead management software

What is lead management software?

Lead management is crucial for any successful sales organization. Every lead needs special care and attention to convert prospects to paying customers.

The best sales lead management software uses features like qualification and prioritization to help salespeople make the most of each opportunity.

Pipedrive’s lead management and generation features include Leads Inbox, Web Forms, Chatbot, Live Chat, 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%

Full access. No credit card required.

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Popular lead and deal management features

SOFTWARE FEATURE

Pipeline management

Pipeline management should be the core of a sales CRM’s functionality. Still, some lack sales lead management features, while others are overly technical and difficult to get the hang of.

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

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

Use Pipedrive’s statistics tool to extract just about any piece of data in seconds and make more informed business decisions.

Includes:

Customization

Intuitive design

Stats

Deal and lead labels

Let your team add color-coded labels to each deal to organize data and speed up the sales process

Import leads and deals

Bulk-import leads and deals from spreadsheets 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

SOFTWARE FEATURE

Leads Inbox

When you launch a new marketing campaign and leads flow in, it can be easy for the first stage of your sales pipeline to get clogged.

Pipedrive’s Leads Inbox helps you declutter your CRM and improve your pre-sales communication with prospects. Store incoming leads in the Leads Inbox until you’re ready to qualify them. Filter, sort and edit your leads, then add activities to stop them from getting cold.

Use our Smart Bcc or email sync features to transfer new leads from your Leads Inbox to your email. Once qualified, you can easily convert a lead to a deal and move it to your pipeline.

SOFTWARE FEATURE

Chat

Your business website is an important source of new leads, and engaging with web visitors can significantly improve lead generation. Pipedrive offers two chat options to help you qualify web visitors and turn them into hot leads:

  • Chatbot is a conversational pop-up that automatically interacts with web visitors 24/7. You can customize its questions, replies and design, then use it to collect prospect data and pre-qualify leads.

  • Live Chat is an extension of the Chatbot feature. Instantly assign leads to your sales reps or wait until Chatbot has qualified them.

Learn more

SOFTWARE FEATURE

Web Forms

Web forms let web visitors contact businesses and help drive more leads through the sales funnel, but creating them can be time-consuming.

Pipedrive’s lead management software helps you create highly-customizable web forms for your website and share them via a link on social media. Filter and prioritize your leads by adding qualifying questions.

Automatically import leads from Web Forms into your pipeline, contacts or Leads Inbox – your choice. You'll also receive an email notification to follow up with the lead while it’s still hot.

Learn more

SOFTWARE FEATURE

Smart Contact Data

It’s always good to know 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 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.

Use the insights to help with lead scoring, improve segmentation and save valuable time.

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Custom filters and grouping

Set up personal filters in Pipedrive and share them with other stakeholders

Contact timeline

Get a visual representation of your activities with contacts over time

Web Visitors

Track visitor activity on your website and identify the companies most likely to become customers

Live Chat

Directly engage with your website visitors and personalize your lead qualification process

SOFTWARE FEATURE

Messaging Inbox

Importing contacts from WhatsApp or Facebook to Pipedrive is a tedious process.

With Pipedrive’s Messaging Inbox, you can:

  • See all Facebook Messenger conversations in Pipedrive

  • Assign Facebook conversations to sales team members

  • Create new contacts or link chats to existing ones

  • Reply to lead, deal and contact messages

Learn more

Join over 100,000 companies

The benefits of lead management software

Pipedrive’s sales lead software is designed to:

  • Generate more leads
  • Automate lead qualifying
  • Prioritize leads
  • Increase conversion rate
  • Enhance deal values
  • Set up lead nurturing workflows
  • Close deals faster
  • Automate lead tracking

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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