Best Lead Management Software for Microsoft Excel

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Marketo Engage is part of Adobe Experience Cloud and is a complete solution that allows B2B marketers to manage leads and transform customer experiences through engaging with customers at every stage of complex buying journeys. Marketo Engage supports both account-based and demand-based marketing strategies. It combines sales and marketing to create personalized experiences, optimize content and measure business impact across all channels, from acquisition to advocacy. Rich behavioral data, built in intelligence, and sophisticated flow flows can be used to identify, engage, & accelerate your best opportunities. To deliver consistent and relevant experiences every time, you can use A/B testing, predictive content, and personalization. Reach buyers and prospects across all channels, including email, display and mobile, social media, search and offline. Deliver timely and engaging experiences. Optimize your marketing impact by understanding, proving, and optimizing it.

LeadsBridge, an iPaaS platform that enables companies and organizations to improve their omnichannel strategy through the orchestration of their business data, is called LeadsBridge. LeadsBridge is your one-stop shop for all your integration needs. We focus on bridging the gap between advertising platforms, sales funnels, and deliver custom-made integrations based on your business requirements. Companies who want to streamline their advertising activities through integration of the marketing technology stack with Facebook & Instagram Ads and Google Ads, as well as LinkedIn Ads, will find the LeadsBridge platform useful. There are more than +370 integrations available right now. This allows you to connect your chosen software to your advertising platform and seamlessly sync data for your marketing workflows. The main features of LeadsBridge include: - Lead Sync Audience Targeting Online to Offline Tracking - Platform to platform - eCommerce Synchronization Integration of Tailor-Made

All the features you need, all in one place. Get more deals by simplifying your real estate business with tools that will help you. REIPro was created by two of the most brilliant minds in their respective fields. It is more than a real estate investing software. Chris Goff, a long-standing investor and one the most sought-after REI teachers in the country, joined forces with Bo Manry, an expert online market professional and skilled software engineer to create a tool that can positively change how people invest in real estate.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

A complete and innovative offer that automates your BtoB prospecting with ease All in One Everything you need to transform your suspects into qualified leads with ease. The Magileads solution offers a complete technological foundation that allows business teams to conduct customer and partner acquisition and retention campaigns simply and quickly. Automated prospecting solution that includes Access to a dynamic database of French and international contacts Omnichannel prospecting solution: Mail, LinkedIn, SMS, VMS Analysis of the commitment and responses of your prospects in real time (lead scoring) Socio-professional statistics reporting Management of your campaigns by a Magileads project manager Centralization and management of all your employees' e-mail and LinkedIn accounts Personalized onboarding Creation of your B2B prospecting targets Copywriting and scripting of your campaign sequences Direct conversational model with your prospects via your e-mail and LinkedIn accounts Management of all your collaborators' campaigns on a centralized solution A dedicated project manager Preparatory meeting (Go to Market strategy, stakes, objectives, framing plan) Creation of your lists by prospect

Azurepath is a simple to use lead management software that helps to manage, generate, and boost prospects. Drag and drop allows users to easily track activity, forecast and generate reports, and create crucial insights in real time. Azurepath gives your sales team the edge they need by allowing you to track every account and never lose track of another lead.

You can complete all sales activities, view detailed company and contact records, and view communications history all in one place. This makes it easy to manage leads without any hassles or wasted effort. Betyphon's allows you to manage all leads and follow them up in one place. It allows you to assign different prospects and track them all in one place. Personalize your customer outreach without having to search for details. As soon as leads are captured, organize and score them. Leads can be organized by geography, media channel, behavioral traits, and many other factors. It can be difficult to coordinate distribution, follow-up, and management of leads without a flexible system. It is simple and straightforward to manage individual leads. You can track the performance of individual leads automatically, whenever and however you like. Transparent operations can help you increase your business.

Your search ends here. MLeads, a cloud technology-based mobile platform for lead management, is available anywhere and anytime on any device. Quickly captures and organizes leads according to events or groups using any of the lead retrieval methods such as scan badge, scan QR Code or speak. You can send bulk personalized emails to follow-ups with predefined email messages templates in seconds. You can also set drip email schedules, tasks, meetings, and more. You can view the background of a lead on various platforms such as Facebook, Linked-In and Twitter, Google, or Website. Users can take immediate follow-up actions via email, calls, messages, emails, meetings, and tasks. Export your leads to Excel, Aweber, or salesforce. Users can import your leads from different sources such as excel file, Gmail Yahoo, Aweber and Salesforce.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Track, prospect, track, and discover the fastest-growing investors and companies in the world. Mattermark company data automatically enriches your leads and accounts. There are 80+ fields per company, including industry, revenue, personnel and funding. You can identify the right contact based upon title, function, seniority, and age. Monitor changes in team size and web traffic to get smarter about outreach. Machine learning, web crawlers and primary sources are just a few of the many tools we use to extract data daily from millions upon millions of news articles. Our in-house analysts review the data daily to ensure that you can close deals with confidence. All the world's business information, sorted and filterable. Mattermark makes it easier and faster to find the best deals. For deep insight into the growth and performance of investors and companies, search their profiles. Without good data, you can break the cycle of doing business.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

CallXon is a systematic way to track your leads. It integrates task funneling, lead management, and remote calling. CallXon is a cloud-based platform that was created by 20 passionate (and growing) individuals who want to revolutionize the financial services industry with modernized debt collection methods that are both efficient and cost-efficient. CallXon combines lead management, task funneling and remote calling into one platform, increasing productivity in the collection process. CallXon provides more accurate, timely and detailed customer reporting. It also helps with executive performance and further actions to take. A systematic approach to tracking your leads, filtering out task for follow up execution, effective task allocation to executive, location constraints are removed, groups customer according to their behaviour, and generates graphs and progress.