1. Bitrix24
Bitrix24 is a CRM solution that offers comprehensive lead management capabilities. It enables organizing and tracking interaction with potential clients and sales agents. It allows better sales team management, time-saving, and increased productivity.
Prominent lead management features:
- Account management
- Channel management
- Email marketing
- Opportunity management
- Workflow and approvals
- Campaign management
- Customer communication
- Lead management
- Proposal generation
Bitrix24 offers a free starter plan and paid plans starting from $24 per month.
2. Capsule CRM
Capsule CRM is a simple yet powerful open-source lead management and CRM software solution that helps businesses know more about the customers, nurture customer relationships, stay organized, and make the best use of sales opportunities.
With minimal user input, it enables an increase in sales by automation of the complete lead lifecycle. It allows seamless integrations with popular applications, including G Suite, Xero, Mailchimp, and more.
Prominent lead management features:
- Contact import/export
- Lead segmentation
- Lead tracking
- Custom dashboard
- Reporting
- Daily call-list
- Search filters
Capsule CRM offers a free starter plan and multiple paid plans starting from $72 per user per month.
3. Sell.Do
Sell.Do is a cloud-based sales and marketing CRM solution specifically meant for real-estate businesses. It enables quick and smart property selling with 360-degree lead tracking and management functionalities.
Prominent lead management features:
- Sales pipeline management
- In-built cloud telephony
- Automated bulk email and SMS
- Pre-sales and sales team performance report
- Online & offline campaign tracking
- Integrated sales and marketing reports
- Cross-platform marketing reports
- Drip marketing
- Payment Management and Tracking
- Demand Letter Generation
- Ledger Management
- Collection Reports
- Auto Tax Calculation
Sell.Do offers a free version with multiple paid plans starting from $23.9 per month per user.
4. EasyERP
EasyERP is an open-source software-as-a-service (Saas) CRM that offers multiple lead management tools. To suit your specific business needs, EasyERP allows customization on request. It enables easy integration with popular ecommerce solutions like Shopify and Etsy.
This comprehensive CRM provides workflow optimization with modules for all business processes, including sales automation. The EasyERP platform is easy-to-use with prompt customer support.
Prominent lead management features:
- Contacts management
- Workflow management
- Financial management
- Order management
- Reporting
- Analytics
- Multiple integrations
EasyERP does offer a free trial. Pricing starts from $99 per month.
5. AmoCRM
AmoCRM is a messenger-based, open-source CRM solution with lead management capabilities. It offers better customer management and team coordination with multi-channel communication through messengers, emails, and calls all from a single app.
With robust analytics, reporting, and automation tools, amoCRM is an ideal sales automation solution for small and midsize businesses. It allows managers to track and monitor the complete sales pipeline with ease.
Prominent lead management features:
- Campaign management
- Lead capture
- Lead nurturing
- Lead distribution
- Lead segmentation
- Prospecting tools
- Interaction tracking
- Lead scoring
- Pipeline management
- Source tracking
- Custom dashboard
AmoCRM offers a 14-day free trial. It provides multiple paid plans starting from $15 per month per user.
6. Insightly CRM
Insightly is an easy-to-use CRM solution with robust lead management tools for small and midsize businesses across various industries. It offers native integrations to many popular applications, including Gmail, Office 365, and MailChimp.
This open-source lead management software provides automated real-time lead routing to the right sales staff, enabling quick follow-ups. It allows easy workflow automation with email alerts and bulk emailing tools.
Prominent lead management features:
- Lead generation
- Lead segmentation
- Lead scoring
- Lead routing
- Workflow automation
- Internal chat integration
- Marketing automation integration
- Quotes and proposals
- Custom dashboard
- Reporting
- Calendar/reminder system
Insightly CRM offers a free trial with paid plans starting from $29 per month per user.
7. VanillaSoft Lead Management
VanillaSoft is a sales engagement platform that provides comprehensive lead management solutions for businesses. It provides automation, productivity, and a boost in revenue.
This open-source sales management system offers all the sales team tools to engage, qualify, and close the lead. It helps the team coordinate better, respond faster, interact more consistently, and generate more leads.Â
It enables queue-based routing to route the call to the right sales representative.
Prominent lead management features:
- Lead management
- Queue-based lead routing
- Logical branch scripting
- Real-time activity dashboard
- Customized web reporting
- Customized email templates and drip
- Mass email as a charged feature in add-on
- Appointment setting module
- Web lead integration
- Team-based and multi-level selling
- Workflow management
VanillaSoft offers a 14-day free trial and multiple paid plans starting from $80 per user per month for the sales engagement platform.
8. Bizom
Bizom is a SaaS-based open-source retail intelligence platform. This lead management software solution offers complete sales force automation (SFA). Bizom provides various useful modules that enable consumer goods brands to streamline the sales process and increase sales.
Bizom’s sales force automation module leverages AI and ML to generate custom reports, provide alerts, and offer actionable insights to brands.
The Bizom platform also allows secondary sales automation, including order booking, processing, and invoice management.
Prominent lead management features:
- Channel management
- Lead management
- Sales forecasting
- Customer communication
- Performance metrics
- Workflow and approvals management
- Real-time order management
- AI and ML-based analytics and reports
Bizom does not offer a free trial. It offers paid plans starting from $60 per user per month.
To Summarize
Lead management is the crux of every business. When done right, it generates higher revenue. Manual lead management faces numerous challenges that result in loss of productivity. ERP Software refers to use to manage day-to-day business activities such as accounting, lead management, procurement, project management, and supply chain operations.
Automation makes complex business processes easy. When used at every step of the lead management process, automation can help you make better decisions, save a significant amount of time, and improve productivity overall.
But for the best results, it is vital to choose the right automation solutions for your sales process management needs. The above list of 15 best open-source lead management solutions will help you make the right choice.
Boost your lead conversion rate by leveraging the top budget-friendly open-source lead management software now; and, don’t forget to drop a review!
