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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%

Sales lead management software

What is lead management software?

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Includes:

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.

Pipeline management

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Customization

Intuitive design

Stats

SOFTWARE FEATURE

Popular lead and deal management features

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

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.

Leads Inbox

SOFTWARE FEATURE

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.

Chat

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SOFTWARE FEATURE

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.

Web Forms

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SOFTWARE FEATURE

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.

Smart Contact Data

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SOFTWARE FEATURE

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

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.

Chat

Learn more

SOFTWARE FEATURE

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Join over 100,000 companies

LeadBooster add-on

Benefit from a 4-in-1 lead generation add-on bundle

Prospector

Find high-quality leads based on set criteria and optimize your lead capture flow

Smart Contact Data

Collect lead contact information with just one click

Chatbot and Live Chat

Engage your web visitors and personalize the lead management process

Web Forms

Create embeddable forms for your website to collect visitor contact information

Web Visitors add-on

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

Lead and deal management features

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

Set up lead nurturing workflows

Close deals faster

Automate lead tracking

Founder, Maiden Voyage

Carolyn Pearson

      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.

Founders, Pro Arts

Erin and Drew

      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.

CEO, 360 Payments

Lisa Coyle

      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.

Used by over 100,000 companies in 179 countries

Sales software FAQ

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