List of the Top 21 Lead Management Software for Chat Agents in 2025

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Zoho CRM presents a user-friendly and organized interface enriched with distinctive features designed to enhance the chances of converting leads into customers. Its intuitive dashboard enables users to execute 'macros' that optimize the process of reaching out to leads, while also facilitating the monitoring of sales progress. Additionally, administrators are equipped to oversee missed opportunities and identify top-performing agents, empowering them to make informed decisions that can significantly influence the business through the use of comprehensive sales reports. With these tools at their disposal, businesses can fine-tune their strategies for greater effectiveness.

monday.com Work OS serves as a no-code platform for work management, enabling teams to enhance their project and workflow management processes. This versatile software offers customizable solutions tailored for diverse applications, including marketing, sales, operations, IT, and HR. Users can efficiently plan, oversee, and monitor all their projects from a single interface, utilizing convenient features like automation, time tracking, and document sharing to save time. The platform's multiple visual board options, such as Gantt, Kanban, and Cards, allow teams to prioritize and organize tasks in a way that aligns with their preferences, while dashboards provide a comprehensive view of progress to support data-driven decision-making. Furthermore, seamless integrations with popular applications like Outlook, Microsoft Teams, Gmail, and Excel enable users to work within their preferred tools without interruption. Additionally, monday.com features specialized solutions like monday dev and monday sales CRM, which cater specifically to the unique requirements of various industries, thereby enhancing overall productivity and efficiency. With its extensive capabilities, monday.com empowers teams to achieve their objectives while ensuring a streamlined workflow.

Managing your CRM shouldn't be a source of anxiety. Nutshell serves as a comprehensive platform for CRM, sales automation, and email marketing, designed to aid B2B organizations in collaborating effectively to secure more deals. User-friendly yet robust enough to meet the needs of any business, Nutshell is tailored for teams looking to eliminate the hassle of juggling multiple sales and marketing tools, without incurring the cost of a full-time administrator to manage their software ecosystem. Every subscription to Nutshell comes with unlimited data storage, customizable reporting options, complimentary assistance for data migration, and outstanding live support, all at a budget-friendly price. It seamlessly integrates with the software that small businesses are already familiar with, such as Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Additionally, Nutshell provides dedicated mobile applications for both iPhone and Android users. As a prominent CRM solution for small businesses with a vast global customer base, Nutshell is perfectly suited for any B2B enterprise that prioritizes relationship-building, including sectors like manufacturing, professional services, technology, wholesale, and non-profit organizations. Explore what Nutshell has to offer—you might just find the perfect partner for your business growth journey.

Enhance the efficiency of your projects with a customized approach through Airtable. This adaptable collaboration platform combines the strengths of a relational database with the simplicity of a spreadsheet interface. It works seamlessly on multiple devices and platforms, providing real-time data updates to keep everyone on the same page. Users can choose from various visualization options like grid, calendar, Kanban, gallery, and forms, simplifying task management and improving workflow organization. Furthermore, Airtable’s flexible customization features empower users to create specific solutions that cater to a wide array of project requirements, ultimately boosting productivity and collaboration. With its intuitive design, Airtable makes project management not just effective but also enjoyable.

OnePageCRM stands out as the pioneering sales CRM designed with an emphasis on action, empowering small and medium-sized enterprises to manage their sales processes effectively. Key features include: - Action-oriented sales approach: Every lead is transformed into actionable steps. - Comprehensive logging: Keep track of calls, notes, and deals all on a single, easy-to-navigate page, streamlining the deal-closing process. - Email integration: Effortlessly send customized emails in bulk, utilize tailored templates, monitor email engagement, and oversee all sales communications from one convenient location. - Deal management: Organize deals through pipelines and generate quotes in mere seconds. - Time-saving automation: Leverage intelligent sales automation tools to enhance productivity. - Lead capture tools: Utilize our Browser Extension and Web Forms for efficient lead acquisition. - Detailed analytics: Access custom reports and a real-time KPIs Dashboard for actionable insights. - Mobile accessibility: Available on native iOS and Android apps for on-the-go management. - App connectivity: Seamlessly integrate with popular applications such as Gmail, Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and many others. - Exceptional customer support: Get assistance via email, phone, or chat, ensuring help is always within reach. This comprehensive suite of features is designed to help users maximize their sales potential and improve overall efficiency.

Discover how Keap can streamline your operations, automate everyday responsibilities, and enhance your lead conversion. Formerly known as Infusionsoft, Keap serves as a comprehensive CRM solution tailored for small businesses. This platform enables small enterprises to perform their tasks more efficiently and intelligently. By consolidating client details and daily activities into a single location, Keap liberates you from monotonous chores. All your leads, whether recent or established, are easily accessible together. You can retrieve client information anytime, from anywhere, ensuring you never miss a beat. With streamlined scheduling and quoting features, Keap alleviates the stress associated with securing new projects. In addition, you can monitor unpaid invoices and accelerate your payment processes. Build lasting connections by referring friends and enhancing your professional network, all while enjoying the benefits of a well-organized system. The transformation it offers can significantly boost your business's productivity and growth.

Vtiger serves as a comprehensive solution that empowers Sales, Marketing, and Support teams to work together seamlessly, enhancing the overall customer experience. By centralizing customer information, Vtiger ensures that every team member has access to a holistic view of the customer. With over 300,000 businesses utilizing Vtiger CRM, it plays a vital role in boosting revenue, fostering customer loyalty, and enhancing team effectiveness, effectively eliminating the silos that often exist between sales, marketing, and support departments. Vtiger's All-in-One CRM enables teams to craft unforgettable interactions throughout the entire customer journey, ensuring that all aspects of customer engagement are covered. Marketing teams are tasked with capturing and nurturing leads, while sales teams can efficiently score, track, and finalize deals. Furthermore, support teams benefit from the ability to review customer histories, allowing them to deliver outstanding assistance whenever needed. Additionally, Vtiger's integrated approach helps to streamline communication and collaboration, creating a more unified and responsive organization.

Constant Contact equips small enterprises with robust tools designed to enhance and streamline their digital marketing efforts. The Constant Contact Lead Gen & Salesforce (formerly SharpSpring) platform serves as an effective marketing solution, enabling businesses to expand their sales pipeline, cultivate leads, and successfully close more transactions. Our offerings are tailored to help you draw in ideal prospects and engage them with customized content, ultimately fostering your business growth. Attract Swiftly acquire high-quality leads through email campaigns and social media engagement. Evaluate leads based on their interactions, and effortlessly transition them to your sales team. Nurture - Communicate the right information to the right audience at precisely the right moment. It has become simpler to nurture leads and facilitate follow-ups with sales through a versatile, centralized CRM paired with highly customizable automation features. Grow - Optimize your marketing budget more efficiently by utilizing real-time analytics and insights that correlate your efforts with sales outcomes, pipeline progression, and revenue generation. This comprehensive approach ensures that each aspect of your marketing strategy contributes effectively to your overall business objectives.

Less Annoying CRM is a user-friendly contact management tool designed specifically for small businesses. It allows users to oversee their contacts, projects, schedules, and tasks through a straightforward web interface. The foundation of our product rests on three essential principles: ease of use, affordability, and outstanding customer support. New users can take advantage of a complimentary 30-day trial to explore the features of the CRM. Additionally, customers are encouraged to connect with us via phone or email should they need assistance or have inquiries. This ensures that they receive the help they need promptly, enhancing their overall experience with our service.

Drip is a highly acclaimed and comprehensive marketing automation platform that serves as an ecommerce CRM and email solution, enabling businesses and marketers to understand their customers on a larger scale. With an array of tools designed to enhance customer insight, Drip provides features such as tracking capabilities, automated workflows, and multichannel marketing strategies. Additionally, it seamlessly integrates with numerous popular marketing tools, making it an essential asset for any marketing team. This integration ensures that businesses can create cohesive campaigns across various channels, ultimately leading to improved customer engagement and satisfaction.

Copper is a user-friendly CRM designed specifically for small businesses looking to enhance their management of prospects and customer relationships without the burden of data entry, tedious administrative duties, or complex tools. Save valuable time by eliminating the need to manually input information. With seamless integration into Gmail and other Google Apps, Copper automatically records all your emails and interactions with the appropriate contacts. Additionally, it consolidates essential sales and relationship information—ranging from email conversations and previous engagements to task management—into a single accessible location, streamlining your workflow. This means you can focus more on building relationships and growing your business.

Gain a deeper understanding of your customers and grow your business with Insightly. This powerful and intuitive customer relationship management (CRM) solution is designed specifically for small and medium-sized enterprises, enabling teams to increase sales, nurture relationships, and deliver projects on time. It offers smooth integrations with widely used applications such as Gmail, Office 365, and MailChimp. Furthermore, Insightly equips organizations with crucial tools to manage contacts throughout the sales journey, oversee customer interactions, and monitor their sales pipeline, along with numerous other features. By utilizing Insightly, companies can streamline their operations and enhance customer satisfaction, ultimately leading to greater success in their endeavors. Embracing this platform opens up new avenues for growth and efficiency, allowing businesses to thrive in a competitive landscape.

Thryv is a comprehensive platform designed for small businesses, enhancing the client experience by simplifying job applications, management, and payment processes. With this innovative software, tasks are automated, ensuring that customers remain central to operations while maintaining security. ThryvPay stands out as a valuable tool that allows service-oriented businesses to accept and manage credit card and ACH payments, potentially saving thousands in transaction fees. Among its impressive features are next-day funding, automatic recurring billing, client-side convenience fees, integration with QuickBooks, and the ability to schedule payments automatically. Thryv is accessible across various devices, including tablets, desktops, and mobile apps, ensuring seamless business management and outstanding customer support. Additionally, it integrates effortlessly with existing digital tools, further optimizing the management of small businesses and enhancing overall efficiency. This powerful platform not only simplifies operations but also empowers business owners to focus on growth and customer satisfaction.

Salesmate is an all-in-one web-based CRM solution designed to streamline your business's sales, marketing, and customer service teams, enabling them to collaborate effectively and drive revenue growth. Serving as a single source of truth, it offers a comprehensive view of all contacts, empowering your marketing team to design targeted campaigns aligned with company objectives. Meanwhile, your sales team can efficiently oversee their sales pipeline, equipped with tools to enhance communication, increase outreach speed, and eliminate missed opportunities due to disorganization. Additionally, your customer service team can nurture key client relationships and identify upsell prospects, contributing to overall revenue enhancement. By utilizing Salesmate, all departments can align their efforts towards common goals, fostering a collaborative environment. To experience its benefits firsthand, sign up for their 15-day free trial and discover how Salesmate can transform your business operations!

Manage all your products, teams, and workflows seamlessly on a single platform, whether it's driven by digital interactions, call centers, or field agents. Ensure that you capitalize on every sales opportunity, as the journey from prospect to customer in B2C markets can often be complex. With numerous paths leading to a successful closure, various sales journeys may involve diverse channels, processes, and teams. LeadSquared integrates all these elements—processes, geographically dispersed teams, and customer touchpoints—into one cohesive platform for effective sales execution. This includes support for your digital teams, call center representatives, and on-ground sales and partner onboarding teams, along with operational staff. By minimizing distractions, LeadSquared empowers your teams to focus on their next tasks, ultimately enhancing their efficiency and boosting sales. Moreover, with a no-code sales process creator at your disposal, you can design optimal sales workflows tailored to your products and teams. This flexibility ensures that your sales processes can adapt to the ever-changing market demands, providing a robust foundation for growth.

Customized lead management solutions for law firms provide a deeper insight into the sources of leads. By optimizing your marketing tactics, you can enhance profits while minimizing extra costs. Evaluate the return on investment for all marketing efforts and maintain a diligent watch on each lead's performance. Analyze success metrics across different attorneys and intake staff to determine effectiveness. Lead Docket presents innovative tools that are not found in conventional case management systems, allowing for swift follow-ups that increase conversion rates. Rather than depending on your email inbox for lead management, unify all leads from various channels into one platform to ensure none are overlooked. This system has been developed in collaboration with top attorneys and legal marketing experts. With features for searching, sorting, filtering, checking for duplicates, tagging, and importing, you can manage your leads effectively. Keep track of both incoming and outgoing referrals, and easily share lead details with referral partners through email. Automatic task assignments are created to ensure that no lead is neglected, helping your practice operate smoothly and effectively. In addition to these capabilities, this integrated approach to lead management significantly enhances the ability of law firms to refine their client acquisition tactics and unlock their full potential for success. Implementing such a system can lead to sustained growth and improved client relationships over time.

noCRM.io is a SaaS platform focused on lead management, tailored specifically for sales professionals. This cloud-based CRM solution enhances business efficiency by enabling users to prospect, track leads, and manage their sales pipelines effectively. With noCRM.io, users can swiftly generate leads through various sources like business cards, emails, and websites, while also having the flexibility to structure and personalize their sales processes to optimize their sales cycles. Additionally, the software’s user-friendly interface facilitates seamless organization of leads, ensuring that sales teams can focus on what truly matters: closing deals.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.